Sarah joined the team in March 2021 with over 6 years of experience working for local financial planning firms. Sarah provides integral support to our financial advisers which allows her to display her technical abilities. She carries out analysis and research and enjoys ensuring the smaller details are always accurate. Treating customers fairly is important to Sarah, ensuring the client is at the heart of everything she does. Sarah has achieved the Diploma in Regulated Financial Planning and is currently studying towards her advanced diploma with the ambition to become Chartered within the next two years.

Away from the office

Outside of work, Sarah enjoys eating out at her favourite Indian restaurants and enjoying leisurely walks around the park.


01926 864746