The Journey Node Adviser

Sophia Ward

Sophia is a Financial Adviser who specialises in Wealth, Mortgages and Protection. She savours coaching the younger generation starting out on their financial journey as well as assisting those who have complex tax needs. Sophia joined Strategy Financial Limited as a Client Services Administrator in 2019. Her background includes an Integrated Masters in French, Russian and Linguistics as well as Audit at KPMG. In 2025, she graduated from the CII accredited Route to Principal programme where she studied the core competencies of running a financial advice business.

Programmes with Sophia

UK Personal Finance Hub

The UK Personal Finance Hub gives you live access to FCA-regulated advisers – a rotating panel covering key topics including mortgages, pensions, investments, and budgeting – plus a private community of peers facing the same decisions you are. This isn't generic advice from Google – it's tailored, reliable, backed by licensed advisers and a community that gets it.

✓ Direct Q&A with our advisers – FCA-regulated and licensed, with decades of industry experience
✓ Private Members' Hub & Resource Library
✓ Real-world Scenarios & What's Changing
✓ Community of Peers
✓ Tailored to Your Situation
✓ 1:1 Adviser Call (limited slots)
✓ Help Choosing the Right Product, Start to Finish

Our personal finance advisers are FCA-regulated and licensed to provide financial advice.

See details and subscribe →Watch EP 7: Personal Finance Fundamentals →

UK Personal Finance 101

Workshop

Foundations of UK personal finance for employees including budgeting, saving, investing basics and protection – delivered by qualified advisers. Examples of topics covered:

✓ Mortgages in Practice
✓ Investments
✓ Pensions
✓ Mastering Your Money Mindset & Budgeting Basics

Our personal finance advisers are FCA-regulated and licensed to provide financial advice.

Schedule a demo →

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