As a Chartered Financial Advisor 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 Sarah enjoys walking and Yoga.
Check out Sarah’s VouchedFor profile here.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate legal advice.