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Sarah started working in financial services in 1998, achieving a BA (Hons) Degree in Financial Services in 2002. She qualified as a Chartered Financial Planner in 2012 and became a Fellow of the Personal Finance Society in 2013.

As a Chartered Financial Planner and a Fellow of the Personal Finance Society, Sarah has a very broad base of qualifications and experience. She specialises in financial planning, retirement planning for individuals and wealth management for both individuals and Trustees. Sarah also provides advice on individual and family protection. Sarah’s wealth of knowledge and experience ensures that our clients receive the best advice and solutions. 

Outside of work she enjoys spending time outside walking her dogs or relaxing by reading or yoga.  

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