Sarah Tallentire
Armstrong Watson Financial Planning & Wealth Management
Minimum savings/pensions: Any amount
0330 038 8940
Based in Penrith
View locationChecks 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: 28 February 2025
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
6
Recent Client Reviews
Sarah has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 6 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: 11 November 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 not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 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 3 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: 28 February 2025
Sarah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sarah's status
6
Recent Client Reviews
Sarah has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 6 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: 11 November 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 not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 3 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 3 first impressions)
Sarah has been working in the financial services industry for over 20 years and has been providing advice to individual clients and businesses for over 15 years, ranging from investment advice to inheritance tax planning, and providing retirement solutions to both personal and business clients. Having come from a farming background and spent the whole of her life in the Eden Valley, and surrounding rural areas, Sarah has built long-term trusted relationships with her clients. Her ethos is to provide a high-quality service but at a local and friendly level that is clear, open and easy for her clients to understand. Sarah appreciates how difficult it can be for clients to approach financial matters, especially in more complex areas of financial planning, and she is passionate in supporting people to achieve their financial goals and objectives as they move forward through life.
£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
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