She has six years of experience in Financial Services and holds the DipPFS qualification. Sarah is currently working towards her Mortgage Advice qualification (CF6) as part of her ongoing progression.
Sarah’s role involves working directly with clients to provide bespoke, holistic advice. She enjoys using her technical expertise to help people feel confident about their financial future, creating clear and practical strategies that make a meaningful difference. Her approach focuses on understanding clients’ goals and delivering advice tailored to their individual needs.
Outside of work, Sarah enjoys travelling, hiking, teaching herself to play the piano, and spending time with her young family.