chartered financial planner
T: 01420 83517
Sarah is responsible for the production of client reports and she provides technical support to our financial advisers. She is currently working towards completing achieving the Fellowship Diploma in Financial Planning.
Sarah joined us in 2013 and has 9 years experience in the industry.
With wide knowledge of financial services, investments and pensions, Sarah began her career as an administrator at Lloyds TSB Private Banking then moved on to Grant Thornton UK LLP before joining us.
BA (Hons) English, Advanced Diploma in Regulated Financial Planning, Certificate in Financial Planning, Certificate in Mortgage Advice