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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 and wealth management for individuals with particular expertise in pensions & divorce. She is very active in retirement planning, all areas of individual and family protection,  personal injury trusts and trustee investments.

 

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Brian Jacques DipPFS

Financial Planning Consultant

Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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