

Sophie Bird
I bring years of experience across the recruitment, SaaS technology, and automotive sectors, with a strong focus on sales and customer relationships. Throughout my career, I’ve thrived in fast-paced, client-driven environments, sharpening my ability to adapt quickly, understand complex needs, and deliver personalised solutions that create real value.
Working across diverse industries has helped me develop a well-rounded, people-first approach, whether that’s guiding clients through important decisions or supporting them during challenges. I’m passionate about building trusted relationships and ensuring every interaction is clear, helpful, and outcome-focused. I’m excited to bring this experience and mindset to the finance industry.
Outside of work, I love travelling, finding great restaurants, volunteering, and catching live comedy.
Industry insights and helpful articles written by our team of financial experts.



Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.