Get to know Sarah
I’ve worked in financial services since 2004. I enjoy building strong relationships with clients and making their journey towards achieving their objectives as smooth as possible.
Areas that I specialise in include:
● Pensions planning (pre- and post-retirement)
● Estate planning
● Tax planning
● Protection for individuals, families, and businesses
I take pride in my work to ensure that you receive advice in a clear, concise, jargon-free way. I like to partner with my clients, as their objectives change throughout their lifetime, and adapt their plans accordingly.
I really enjoy planning for a client’s future and seeing them achieve their financial freedom and wellbeing.
Outside of work
Outside of work, I enjoy spending time with my family and friends, travelling, trying new restaurants, baking, and keeping fit.