Having started her career in an administrative role, she has gained experience across a wide range of positions including business administration, fee reconciliation and paraplanning before progressing to become a financial adviser.
She holds the Level 4 Diploma in Regulated Financial Planning and a BA (Hons) in Politics from the University of Kent. Sarah is currently working towards Chartered status and plans to further develop her expertise by obtaining a qualification in long term care.
Sarah takes a client-focused approach, working closely with clients to understand their needs and provide tailored advice that helps them achieve their financial goals. She finds it particularly rewarding to support people through important life decisions and help them build long-term financial security with confidence.