Sarah is a Chartered Financial Planner and Fellow of the Personal Finance Society and has been in the profession since 2007. As a Company Director, Sarah specialises in empowering business owners, executives, and entrepreneurial individuals to achieve their financial and lifestyle goals.

She is particularly experienced in helping clients plan their exit strategies, navigate business sales and the complexities in the years before, and establish effective financial plans post-sale or retirement. Sarah looks after lots of different types of clients but specialises in those that are business owners, executives or that have estate planning needs. Sarah’s empathetic approach extends to providing financial guidance during life transitions, such as bereavement or divorce, ensuring her clients feel supported every step of the way.

Areas of Expertise:

– Strategic Financial Planning and cashflow forecasting

– Business Exit Strategies and Post-Sale Financial Planning

– Wealth Management and Estate Planning

Awards & Recognition:

– No. 1 UK Team Leader, Women in Financial Advice Awards

– Top Female Financial Adviser, North West

– Top 35 Under 35 Young Advisers in the UK 2017

– Finalist in the Women in Financial Advice Awards 2024 and Highly commended in 2023

Community and Giving Back:

– Sarah is a former chair and active supporter of the Openwork Foundation and regularly participates in charitable events to give back to her local community.

– Sarah was the UK chair for MDRT UK during 2020 to 2022. She was the key note speaker at the MDRT Greek Day Sep 24 and is due to speak in London and Miami in 2025.