# Sophie-Jane Keelaghan

Sophie-Jane Keelaghan is an independent wealth management adviser based in London EC2R 6EA, offering tailored financial planning to professionals, business owners and private clients across the capital. With over 20 years' experience and qualifications including MSc and DipPFS, she addresses a common problem: busy professionals who lack a coherent financial strategy despite holding multiple products accumulated over time.

Her approach centres on creating comprehensive, personalised financial plans that evolve alongside clients' changing circumstances. Rather than offering generic solutions, Sophie-Jane takes time to understand individual objectives—whether maximising investment returns, protecting loved ones, planning retirement or managing business finances. She builds long-term advisory relationships characterised by regular reviews and genuine engagement, contrasting sharply with the transactional nature of many financial services.

The practice serves City professionals, financial sector employees, private clients and company directors who value strategic guidance over quick fixes. Her holistic service means clients benefit from coordinated advice across multiple areas rather than fragmented recommendations from different providers.

Sophie-Jane distinguishes herself through accessibility and clarity, offering straightforward practical advice on complex financial matters. She's equally comfortable discussing investment strategy, insurance protection, retirement planning, mortgages or corporate benefits. This comprehensive capability, combined with her professional credentials and deep understanding of London's professional community, makes her particularly valuable for clients seeking a trusted long-term financial partner rather than a transactional adviser.