Sarah is a Chartered Financial Planner, who has been advising wealthy individuals and their families since 1995. She is also a Business Development Director.
She delivers a bespoke and personal planning service, assisting clients with structuring their finances to determine how much money is enough in order to achieve their life goals. Sarah has gained specialist experience advising on matrimonial litigation, structuring retirement provision, managing bereavement, and Inheritance Tax planning.
New clients will often ask her for advice at a point of significant change when advisory requirements are complex. Agreeing a solution and building a long-term relationship is a role she finds highly rewarding.
Sarah enjoys country walks with her dogs, holidays with family, playing tennis in the sunshine and having friends over for supper.