Sophia Warner
Administrator
I joined Golden Oak Wealth Management in November 2025 as part of the Administration team.
In my role, I support the day-to-day administration function across the company while also learning more about the paraplanning side of the business. Alongside my role, I am working towards my Level 4 Diploma in Financial Planning (CII) and have completed the R01 exam.
Outside of work, I enjoy travelling to explore new cities in the UK and abroad, as well as spending time with my friends browsing around the local shops.