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.