Designing your future
one step at a time

Understanding you and your family is the heart of creating a financial plan that truly fits your needs. It’s all about building trust and diving into what drives you – your loved ones, your biggest regrets, and your proudest moments. You’re at the centre of this process. Every client has different dreams and timelines, and my goal is to craft a financial plan that’s tailored specifically to you.

  • I don’t feel in control of my finances.
  • I have pensions but no idea what they’ll provide.
  • I think I’ve left it too late to talk about my pensions.
  • I have a mortgage, kids, and now need to start saving for retirement.
  • I own a business and consider it my retirement plan.
  • I have no interest in pensions or investments.
  • Bank accounts offer decent interest rates, shouldn’t I just put money there?
  • I’m not sure what a financial plan even is.
  • How can an adviser truly add value?


Trust

Trust is knowing your best interests are always prioritised, with honest guidance and clear advice for every decision.

Respect

Respect means being heard, understood, and receiving advice that aligns with your personal values and goals.

Compassion

Compassion ensures your goals are the priority, with care and understanding tailored to your personal journey.

Learning

Learning gives you control over your financial future, with opportunities to grow and make informed choices at every step.



Professional planning for retirement

Sarah, you are knowledgeable, always available, speak plain English, and get things done. The strategy we implemented went completely to plan, and I am 100% satisfied with the outcome. I’m now living the life I dreamed of in retirement.

Pensioner with limited income

I really enjoyed your calming, reassuring influence. From not thinking I could afford the purchase, you gave me the green light to go ahead with confidence. You lifted my spirits totally. I’m over the moon. It has made a huge positive impact on my life, and I’m really happy with my car. Thank you, Sarah, for helping me.

Couple with multiple pension pots

Anyone looking for clarity in their finances or wanting to ensure they’re getting the most from their investments would benefit from Sarah’s expertise. If we ever need additional financial services, Sarah will be our first port of call.