Sarah works in our Administration Team, and is involved in administration tasks for our financial planning clients.
As part of her role Sarah attends client meetings to support our Financial Planners, ensuring that any follow up required for clients is delivered efficiently after the meeting.
Sarah is currently working towards achieving the Chartered Insurance Institute’s Certificate in Financial Planning.
When Sarah isn’t in the office, she enjoys travelling and spending time with her family and friends. She also loves watching documentaries and listening to music and podcasts.