Sarah has also been awarded ‘Fellowship’ status by the Chartered Insurance Institute - the highest level of qualification available from this professional body, which is dedicated to raising professional standards and building public trust in the financial planning profession.
Sarah has worked within financial services for over 30 years and her wealth of experience and expertise has allowed her to develop a bespoke and personal service for her clients.
With two grown up children she still has time for personal development and pursuits, as well as a commitment to charity work and keeping fit.
We are, as a family, impressed with Sarah's care and thoughtfulness about our individual situations as well as her consideration of our current and future needs. All four of us would not hesitate to recommend her.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.