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Sophie Wallace

Joint Finance Adviser

Joint accountsShared budgetingRelationship finance

Sophie Wallace advises on joint accounts, shared budgeting, relationship finance, working with couples combining finances for the first time.

Sophie Wallace is a Joint Finance Adviser at Mosey Bank, working day to day with couples combining finances for the first time.

Sophie focuses on joint accounts, shared budgeting, relationship finance, and takes a straightforward approach: understand the full picture before recommending a product, not the other way round.