Sarah Tate
Client Support
Professionally
Sarah has been an integral part of KBA Financial since 2012, bringing over a decade of experience in client support. Her role involves quoting life cover, guiding clients through medical questionnaires, and liaising with providers to ensure a smooth and efficient process. Sarah is dedicated to keeping clients informed every step of the way, providing them with regular updates and expert support to make their financial journey as seamless as possible.
Personally
Sarah is a devoted mum who loves spending time with her children, whisking them away on impromptu adventures and fun-filled days out. A big fan of musicals and live comedy, she’s always up for a good laugh and her quick wit has earned her the title of ‘office joker’. When the weekend rolls around, you’ll often find Sarah socialising with friends, enjoying a well-earned vodka (or two!), and making the most of life’s little moments.
The three small things that make my day better are:
My kids, coffee and of course, vodka
On an ideal weekend, you can find me:
Making memories, having fun days out with my family
My favourite holiday destination is:
Kid free – Mexico, round a pool with unlimited cocktails Family – North Wales with my family having fun on the beach, and exploring new places.
My favourite song to play in the car is:
Anything from a musical
The first album I bought was:
Spice Girls
If I could be any fictional character, I would be:
Moana - just so I can be on a small boat with Dwayne Johnson
When the dessert menu arrives, I’m looking for:
The cocktail menu
The three qualities that draw me to new people are:
Interesting, funny, honest
The best gift I’ve ever received is:
A scrapbook for my 30th that my sister made with letters, memories and pictures from all my family and friends
The three people at my dream dinner party would be:
Gordan Ramsey, Gino D’Acampo & Fred Sirieix – I love them all, and they can do all the cooking and serving too!
The three small things that make my day better are:
My kids, coffee and of course, vodka
On an ideal weekend, you can find me:
Making memories, having fun days out with my family
My favourite holiday destination is:
Kid free – Mexico, round a pool with unlimited cocktails Family – North Wales with my family having fun on the beach, and exploring new places.
My favourite song to play in the car is:
Anything from a musical
The first album I bought was:
Spice Girls
If I could be any fictional character, I would be:
Moana - just so I can be on a small boat with Dwayne Johnson
When the dessert menu arrives, I’m looking for:
The cocktail menu
The three qualities that draw me to new people are:
Interesting, funny, honest
The best gift I’ve ever received is:
A scrapbook for my 30th that my sister made with letters, memories and pictures from all my family and friends
The three people at my dream dinner party would be:
Gordan Ramsey, Gino D’Acampo & Fred Sirieix – I love them all, and they can do all the cooking and serving too!
The three small things that make my day better are:
My kids, coffee and of course, vodka