About
What’s my journey?
My Career Journey
I fell into financial services without really knowing what the industry was about, but everything changed for me in 2012 when the industry began to evolve. That’s when my fascination with financial planning truly sparked, and I decided to dive deeper into it. In 2014, I began working toward my qualifications, and by 2018, I was fully qualified. My journey didn’t stop there—I pushed myself further and achieved Chartered Associate of the London Foundation for Banking and Finance, continuously expanding my knowledge to serve my clients better.
Over the years, I’ve worked my way through various roles, gaining valuable experience and a well-rounded understanding of the industry. I’m grateful for the incredible mentors and the wonderful people I’ve worked with who have believed in me and supported my growth. Of course, there have been challenging moments and encounters with not-so-great experiences, but each one brought valuable lessons that have made me stronger and wiser. My journey has always been about making a difference—not just for myself, but for my clients too. Founding Astute Financial Planning was my way of taking control of my path and creating something that reflects what I value most: Trust, Compassion, Respect, and Learning. To me, financial planning isn’t just about crunching numbers—it’s about helping people build their future, one step at a time.
A Glimpse into my Private Life
On a personal note, I’m incredibly fortunate to be a proud mom to twin boys, thanks to the wonders of IVF back in 2014. They are my “why” – the reason I started this journey of building a business that I can be proud of and that allows me to be there for my family. Being a mom and running a business can feel like a balancing act, but I’m learning to embrace both roles without guilt. I’m proud to show my boys that it’s possible to work hard and follow your dreams at the same time.
Life is a juggle, but I wouldn’t have it any other way. Weekends are packed with football training, matches, and drum lessons, and yes, I’m often the parent on the sidelines bundled up in every layer I own, wondering why on earth they don’t postpone football season in the depths of winter! But seeing my boys chase their passions makes every chilly moment worth it.
Parenting twins has definitely sharpened my multitasking skills, taught me how to handle chaos with a sense of humour, and made me a pro at finding solutions on the go – all things that come in handy when running a business! Honestly, some days, heading to work feels like the calmest part of my day. But as busy as life can be, I wouldn’t change it for the world.
Side note: Yes, those photos are from 8 years ago! One day, when I can pin the boys down long enough, I’ll update them. For now, I’ll just reminisce about the days when they didn’t answer back!
Our core values
TRUST
What it means to Astute Financial Planning
Trust grows from being open and clear in every conversation. It’s about being there consistently, making sure that clients feel confident in the decisions they’re making, whether setting goals or reviewing plans. Trust is built over time, and it strengthens as the relationship develops.
For clients
Trust means feeling reassured that your best interests are always at the forefront. Through honest guidance and clear advice—whether setting financial goals or during reviews—you’ll feel confident and secure, knowing you’re in good hands.
Respect
What it means to Astute Financial Planning
Respect is about treating every person’s financial journey with care and attention. The advice given always reflects what’s most important to each client. Whether in conversations or reviews, respect guides everything, ensuring that your goals and values are always front and centre.
For clients
Respect means feeling heard and understood. Your personal values and goals are always treated with care, and the advice is built around what truly matters to you, so you’re confident that your plan is designed just for you.
Compassion
What it means to Astute Financial Planning
Compassion means understanding that everyone’s situation is different. It’s about listening closely and offering guidance that feels personal and supportive. Whether working through your financial goals or offering a bit of emotional support, care is always at the heart of what’s done.
For clients
Compassion reassures you that your goals are always the priority. You never need to compare yourself to anyone else—the focus is on you and your journey. With care and understanding, the support you receive is always tailored to where you are in life.
Learning
What it means to Astute Financial Planning
Learning never stops. It’s important to stay curious and keep clients informed. By sharing knowledge, clients feel more confident and in control, whether setting goals or during check-ins. Learning is about growing together, with advice that makes sense every step of the way.
For clients
Learning helps you feel in control of your financial future. Whether figuring out investment strategies or going through your annual review, there’s always an opportunity to grow, learn, and make decisions that feel right for you.
Ready to get started?
Get in touch today
If you would like to arrange a meeting with Sarah, please complete the attached form you can schedule in a 15 minute initial telephone call.