The Journey Node Adviser
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.
Workshop
Foundations of UK personal finance for employees including budgeting, saving, investing basics and protection – delivered by qualified advisers. Examples of topics covered:
Our personal finance advisers are Financial Conduct Authority (FCA)-regulated and licensed to provide financial advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Strategy Financial Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Approved by The Openwork Partnership on 30/09/2026.
Want to work with this coach?
A 30-minute call to see if it's the right fit.
