Sophie Little
Financial Planning Assistant
Contact Sophie
Sophie
In the office
Sophie joined HarperLees as a Financial Planning Assistant in May 2026.
She works closely with our Planner and Paraplanner team to ensure meeting packs are prepared and applications are processed from inception to completion.
Sophie will often be in contact with clients, following up on cases and also being involved in their annual review meetings.
Sophie
At home
Sophie enjoys spending quality time with her family and partner.
You’ll often find Sophie walking her dog with a cup of tea in her flask. Winter walks are her favourite!
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