Sophia Lerche - Thomsen talks to me about what students need to learn and know about financial planning. She explains the key foundations of financial planning, how students can effectively plan and prepare for the financial futures, what the word investment means (including Bitcoin and NFTs!) and she shares her career journey and how she navigated her choices as a student to the present day. A very useful episode for students and teachers, especially to support financial education in schools. 

Sophia has spent 10 years working in financial services in London, Dubai and with a global client base. A Times top rated adviser, Sophia helps her clients with financial planning, investment options and specialises in family financial planning and sustainable investment. Sophia’s main goal is to help families make smart, timely and effective decisions with their money. Ultimately, she wants every family (especially women) to turn their income into wealth, protect their finances and reduce tax!

Feel free to contact Sophia to discuss financial planning and your choices here

The information in this episode is purely education and not advisory. It is recommended that you seek professional financial advice before making financial decisions.