Professionally

At work

Sarah has worked in the banking and financial services sectors for over 27 years – having qualified 18 years ago as a Financial Planner.

Sarah prides herself on building trusted client relationships by gaining a thorough understanding of their current and desired financial goals, dreams and aspirations.

Sarah is often told by clients how she makes ‘Financial Planning’ easy for clients to understand as she avoids using jargon and likes to ‘keep it simple’ for clients.

Sarah is very proud of the clients lives she has helped change over the years – with many written client testimonials received over the years thanking Sarah for helping them to retire early in particular!

As a result of this, Sarah is recommended by her existing clients and professional connections to their friends and family members of her trusted, honest and reliable independent financial advice.

Personally

At home

Sarah is married and lives in Sutton Coldfield with her husband and daughter.

In her spare time, Sarah loves indoor/outdoor cycling, long walks in the countryside, is an Aston Villa season ticket holder, going to music concerts and festivals and the theatre and supports both hubby and daughter with their love of golf.

Spotlight questions

Getting to know
Sarah

What do you enjoy most about your job?

Meeting with clients! Every client I meet is different - and I love putting together a proper financial plan for these clients to help them to visualise their financial future and help them release all of the wants. I am a very inquisitive person by nature so I absolutely love hearing our client stories as I am always fascinated by hearing about other people's lives and everyone has a story to tell!

What motivates you at work?

Being told by a client how you have changed their lives and how much they appreciate working with you! Always feels amazing when clients recommend you to their friends and family as proof that you are good at what you do!

Who inspires you? Why?

My mum!

Tell us something people may be surprised to learn about you…

My husband and I absolutely love cars - especially classic cars and we have brought and renovated a car together this year which I had always wanted since 11 years of age!

What’s at the top of your bucket list?

To live in France and grow my own fruit and veg

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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