In the Next Generation Advisers interview series, senior reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Aviva Financial Advice’s Sophia Bell...
Aviva Financial Advice wealth planner Sophia Bell has been at Aviva for more than six years, before, during and after its 2022 acquisition of Succession Wealth. She has held various roles at Aviva including equity release financial adviser and became a wealth planner just over a year and a half ago. "I left further education and joined Aviva in our savings and retirement business just for something short term while I figured out what I wanted to do," Bell told PA. She said that her first role was customer service-based and strictly a non-advice role. "I had a really important r...
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