0330 038 8941
Based in Retford
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: February, 2021
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 9 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: 05 February 2025
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.
10
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 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 not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 14 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 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Sarah has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 9 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: 05 February 2025
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.
10
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 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 not yet added their fees to their profile
Fees not yet added
Sarah has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sarah (based on 14 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 14 first impressions)
I am an Independent Financial Adviser which means I can look at the whole of the market and give you unbiased advice tailored to your needs. I can help you with all your Financial Planning needs and together we make sense of what you have and I explain in plain English what that means for your future financial situation. Predominantly I am a Pensions and Investments specialist, but I also help people with their wider Financial needs, such as IHT Mitigation, Protection and Cashflow planning. Top and bottom of it, I can help you make sense of it all. My aim is to help you understand what you have and what you need to do to get where you want to be. My Planning and solutions are delivered in a simple and professional manner. I have extensive experience in Financial Planning, and offer advice to Clients across Nottinghamshire, Yorkshire, Lincolnshire & Derbyshire.
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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