Those of you who have previously visited our offices will immediately recognise Sophia as being the original friendly face who greeted them at reception before their meetings.  Having spent nearly a decade learning the ropes in Financial Services, Sophia has now forged a successful career as a mortgage and protection adviser, working from her own office premises in Draycott.

Sophia having passed all of the required examinations with flying colours has now gone on to obtain her Certificate in Advanced Mortgages. This level 4 qualification goes above and beyond the FCA’s qualification requirements, enabling her to expand her advice capabilities and advise clients with complex needs and circumstances. Now more than four years into her new career, Sophia is already building a strong reputation for herself.

In her spare time, Sophia enjoys painting, gardening, sewing and keeping fit, as well as spending time with her family and most importantly, Arthur, her beloved Border Terrier.

Sophia can be contacted at;

2 Post Office Lane




GL56 9JZ


Landline  01386 700056

Mobile     07712 803155

JEM Financial Planning is a trading style of Jonathan Edward Magee and is authorised and regulated by the

Financial Conduct Authority.  Our FCA register number is 504247

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