Sarah has worked in financial services since 2006 and has advised clients since 2020.
Sarah works closely with a wide range of clients, including business owners, professionals, executives, families and retirees. She provides comprehensive, holistic advice covering retirement planning, Inheritance Tax planning, investment management and protection, taking the time to understand what matters most to each client and tailoring her recommendations to their individual circumstances.
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Skills that don’t fit on Sarah’s business card
Sarah loves to travel. Exploring new places, whether at home or abroad, invigorates her, so she’s always thinking and planning where to visit next.
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