0330 038 8938
Based in High-Wycombe
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
Last checked: 15 April 2025
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
13
Recent Client Reviews
Sarah has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 10 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.
Qualifications Uploaded
Sarah has not yet added their qualifications to their profile
Qualifications not yet added
Sarah has not yet added their qualifications to their profile
Transparent Fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 34 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 34 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
Last checked: 15 April 2025
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
13
Recent Client Reviews
Sarah has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 10 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.
Qualifications Uploaded
Sarah has not yet added their qualifications to their profile
Qualifications not yet added
Sarah has not yet added their qualifications to their profile
Transparent Fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 34 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 34 first impressions)
My goal is to empower you to take control of your own finances, which in turn gives you financial confidence in every stage of your life. I will provide you with unbiased, reliable financial advice alongside using effective financial modelling, to ensure that you are on track to achieve your short, medium, and long-term goals. Before I can provide you with financial advice, we would start by building your financial plan. The plan is designed to understand your current financial position and what you need your money to do for you. I want to hear about your aspirations and goals for life to understand whether you are on track or corrective action is needed. I understand the importance of tax efficiency with your investments and have a comprehensive knowledge of current legislation to ensure that your money is managed in a manner that takes into account your own tax liabilities and approach to investment risk. I joined The Private Office from a wealth management background due to the values that embody The Private Office and how they resonate with my own; particularly their pledge to donate 25% of the company's future value to a charity called Restore Our Planet. I work within a diverse team who has extensive experience with complex financial planning needs and feel privileged to bring my own experience and perspective to the team.
Offers available through VouchedFor
Contact Sarah through VouchedFor and your initial 1 hour 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
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