Client login 01628 566 234
01628 566 234 Client login

Sophie Howard

Mortgage and Protection Adviser

01628 566 234 sophie@bpinvestment.com

About Sophie

I joined BPI in April 2021, bringing over 20 years of experience in the Financial Services industry. I specialise in Mortgages, Protection, and Equity Release, delivering tailored advice designed to align with each client’s individual circumstances and long-term objectives.

Alongside this, I support the administration of employee benefits, including Death in Service and Healthcare schemes, as well as pension arrangements such as Auto-Enrolment schemes, Self-Invested Personal Pensions (SIPPs), and Small Self-Administered Schemes (SSAS).

I hold the Diploma in Financial Planning and continue to develop within my role as an Independent Financial Adviser.

I take a holistic approach to financial planning, working with clients across all stages of life, helping them to build, protect, and preserve wealth in line with their long-term financial goals.

Outside of work

I have 2 children and 2 cocker spaniels who keep me very busy, when I do have spare time I like to spend it out on my bike or seeing friends and family.

Spotlight questions

On an ideal weekend, you can find me:

Outside and active

My favourite holiday destination is:

Italy

My favourite song to play in the car is:

Anything lively

The first album I bought was:

Madonna

If I could be any fictional character, I would be:

Storm, from the X-Men

If I could turn any activity into an Olympic sport, I would win a medal in:

Clearing up after my children

When the dessert menu arrives, I'm looking for:

Cheese & biscuits or Frangipane tart

The three qualities that draw me to new people are:

Smiles, sense of humour and eye contact

My pet peeve:

People who interrupt

The best gift I've ever received is:

An engraved ring from my children

The three people at my dream dinner party would be:

Bradley Cooper, Michelle Obama, David Attenborough

The three small things that make my day better are:

A nice cup of tea first thing, sunshine, a smile
Qualifications
  • DipPFS - Personal Finance Society Diploma

    • SPS certificate

    All UK financial planners must hold a Statement of Professional Standards (SPS) issued by an accredited body. You can view Sophie’s SPS here.

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    Business & Personal Investment Ltd profile
    We’re proud to say that, as well as being Bourne End’s only VouchedFor Top Rated Firm, all three of our advisers are VouchedFor Top Rated in 2026. VouchedFor is the UK’s leading review website for financial advisers. Every year, VouchedFor publishes its Top Rated Guide to showcase the best financial advisers across the UK. Click the badge below to read more about our advisers’ Top Rated status.