Sofia Fiaz
SSAS Client Manager
Sofia manages a portfolio of clients and provides all SSAS services from the establishment to closure of SSAS schemes.
She advises on pension benefits, investments including properties; mortgages and loans, financial legislation and provides a bespoke consultancy services to clients with pension portfolios of all shapes and sizes.
Significant experience:
- advice to SSAS clients on pension benefit options
- advice on new and long-standing property investments
- support for new clients and start-up investments
Other expertise:
- investment and risk advice
- mortgage advice
Career
Sofia graduated from the University of Stirling with a degree in Marketing in 2011. She gained four years of valuable SSAS experience before joining Barnett Waddingham in 2016 whilst gaining her CII qualifications in Financial Planning and Mortgage Advice.
Interests
When she is not spending time with her family, Sofia enjoys freelance make-up artistry and takes part in events held by leading beauty organisations.