Newcastle
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 Sarah enjoys walking and Yoga.
Check out Sarah’s VouchedFor profile here.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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 9123