Phone
01942 889 883 – Leigh 01270 696 293 – Nantwich 01704 776 972 – Southport 0161 532 5675 – Bury 0161 260 2002 – Manchester

Sarah Tate

Client Support

sarah.tate@kbafinancial.com 01942 889 883

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.

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

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