LR Sophie Westwood 251008 4786

Professional Biography

Always back yourself. Embrace new experiences and never let others limit you.

How do you describe what you do?

I joined the firm in 2012 and manage wealth for a diverse range of private clients, including charitable organisations. I specialise in covering resources collectives and the energy sector.

What's next for you professionally?

Aspiring senior leader with a passion for bespoke portfolio construction, delivering strong client outcomes, and fostering a workplace culture people feel privileged to be part of.

What's the best piece of advice you've ever been given?

Always back yourself. Embrace new experiences and never let others limit you. That inner confidence breaks glass ceilings—once you manage it, you’ll realise only you can hold yourself back. Go for what you want and don't stop - keep pushing.

How did you start off in your career?

I began my career at Smith & Williamson in 2012 in a temporary role, swiftly transitioning to the front office where I have remained ever since. My team really helped shape my professional journey and I am deeply grateful for their support.

When you're not at work, what's your favourite thing to do?

I enjoy spending time with family, believing life is best lived with those you love and also doing what you love. I'm a sports enthusiast and am currently focused on golf—whether watching or playing. I also enjoy Formula 1 and attending airshows.

What qualifications and memberships do you have?

  • BSc Economics, 1st Class
  • Fellow CISI
  • Chartered Wealth Manager

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