0330 038 8941
Based in Basingstoke
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Verified reviews: 100%
Sarah has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
13 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has provided information on their typical fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Sarah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 23 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Verified reviews: 100%
Sarah has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
13 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has provided information on their typical fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Sarah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 23 first impressions)
I'm a Chartered Financial Adviser and Coach helping you to cut through the jargon and financial noise to focus on the important questions. Are you and your loved ones going to be OK? When can you retire? If money was no issue, what would you want to be doing? What is the purpose behind your savings and investments? Let's get started and put a plan in place for your money which is in line with your goals, dreams and aspirations. How do you want to be living your life now and in the future? The sooner you start your journey, the sooner you will make progress and start living your life with purpose towards goals that are meaningful to you. I have over 10 years experience in the industry and advise on pensions and retirement planning, estate planning, protection and investments and use cashflow modelling as a visual tool so that you can see how your financial future may look in different scenarios. We will put a financial plan in place to get you to your desired destination, and you will always have my support on your financial journey. Life is a journey and is in constant flux. Whether it's changing jobs, getting ready for retirement, parenting, getting married or getting a divorce, we will navigate those life transitions together and keep you on course towards your unique goals and aspirations. I'll be here to remove your financial anxiety, promote sound financial behaviour and make sound long-term financial decisions together. Outside of work, I am kept busy by my twin boys and enjoy hiking and running to keep me sane!
Offers available through VouchedFor
Contact Sarah through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sarah's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.