Sarah has over 20 years financial services experience, initially as a training expert and latterly as an adviser.
Sarah started her advisory career as a tied agent back in 1991 before training to become an independent financial adviser.
Sarah runs a private practice, but has extensive expertise in the corporate market. She advises on all aspects of financial planning, with particular specialisation in pensions. Sarah holds the Chartered Insurance Institute’s G60 AFPC, one of the most highly regarded pensions qualifications.
Sarah is committed to providing a highly personalised service specifically tailored to her clients’ discerning needs. She also believes that ongoing monitoring, review and close service are essential to working with her clients.
Sarah is married with two children.
Financial Planning Certificate (FP1-3), G60 AFPC
Telephone: 020 7382 0446
Fax: 0844 756 0462
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Some testimonials for Sarah:
One of Sarah’s clients has said some nice things about her here http://www.bniputney.co.uk/?p=2237
And another one here:
“When my plumber informed me that he was going to be off work for 6 months due to an accident, and that he had to move house as he couldn’t afford his current mortgage, it suddenly reminded me that as a self-employed person, who’s going to pay the bills if something happens?
I had been avoiding the issue of income protection for quite a while as I find it all so tedious and difficult, but after this incident I immediately contacted Sarah, who clearly, concisely and efficiently steered me through all the options available. Within 1 hour I had the chosen the cover I wanted and Sarah sorted out the rest of the boring stuff. She then followed up on every occasion to make sure I was kept up to date with the progress of the application.
If anyone is looking to be more financially protected, particularly if you are a self-employed person I would highly recommend Sarah so help you sort it all out. She deals with all the boring stuff and you end up with peace of mind and an efficient service.”