Joining the Acumen team in February 2026, Sophie is continuing to build her career in financial planning from our Glasgow office. 

Sophie studied at Glasgow Caledonian University, graduating in July 2023 with a First-Class BA (Hons) in Finance, Investment and Risk. Following this, she joined Evelyn Partners in Edinburgh as a Client Administrator, supporting financial advisers and gaining valuable industry experience.

Sophie has achieved several qualifications towards the CII Diploma in Regulated Financial Planning, including Financial Services, Regulation and Ethics (R01), Personal Taxation (R03), Pensions and Retirement Planning (R04) and Financial Protection (R05).

Outside of work, Sophie enjoys spending time with her family and fiancé, travelling, and going to the gym.

What do you like most about working at Acumen Financial Planning?

“That the client is constantly at the forefront of everything and Acumen truly care about their clients. Also, the people I work with and how welcoming they have been.”

What has been your proudest career achievement to date?

“I would say any time I pass an exam towards my diploma. It is hard work juggling studying, working, and having a personal life at the same time, but it is all worth it in the end. I would also say getting the Trainee Paraplanner role at Acumen, as paraplanning is something I have wanted to do since leaving university.”

What’s the best advice you’ve ever received?

“Don’t compare yourself to anyone else as we are all on different paths in life and in our careers.”