Chartered Financial Planner

Sarah has worked in financial services since 1998 and achieved a BA (Hons) Degree in Financial Services in 2002. She qualified as a Chartered Financial Planner in 2012, becoming a Fellow of the Personal Finance Society in 2013.

She has a very broad base of qualifications and experience. She specialises in 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 clients receive the best advice and solutions.