Area of Expertise: On a daily basis Sarah advises both private and corporate clients on pensions, investments protection and tax planning.
Sarah has worked in the financial service industry for most of her career, qualifying as a financial adviser in 1995 in Bristol. She has specialised in helping a range of clients from young professionals to those in retirement reach their financial objectives. Sarah is passionate about providing comprehensive financial planning and helping clients identify what is truly important to them.
Supervisor: Richard Ludlow
- Chartered Financial Planner
- Associateship of the Chartered Insurance Institute
- Fellow of the Personal Finance Society
- Associate of the Chartered Insurance Institute and STEP Affiliate