ideal CLIENT

wHO SARAH LOVES TO WORK WITH

Sarah loves  working with people who are driven to make the most of life while planning for a secure future. Here’s a little insight into the type of clients she work best with:

YOU are GOAL-ORIENTED

Having clear goals helps Sarah understand what’s important to you and how you can work together to make the most of your financial plan.

YOU arE AMBITIOUS AND ADVENTUROUS

Whether it’s career goals, personal milestones, or exploring the world, you’re motivated to work hard to achieve the rewards now and in the future.

YOU VALUE RELATIONSHIPS

You understand the importance of having a strong, ongoing partnership with someone you trust to guide you on your financial journey.

YOU ARE COMMITED TO YOUR FINANCIAL PLAN

You’re prepared to invest the time and resources needed to take control of your finances and make confident decisions.

YOU ARE RETIREMENT-FOCUSED

Whether retirement is just around the corner or years away, you want a solid plan to make the most of this chapter of life.

YOU ALIGN WITH SARAH’S VALUES

If trust, compassion, respect, and learning matter to you, we’re probably a great match.

YOU aRE LOcAL

Sarah is based in the Midlands and loves meeting clients face-to-face, especially for the first meeting. While video calls are always an option, she recommends an in-person chat if you’re within a 90-minute radius of the West Midlands.

DOES THIS SOUND
LIKE YOU?

  • If you are based in the Midlands, Chester, Gloucester and the surrounding areas and you’re looking for a financial partner to help you navigate your goals with confidence and care, Sarah would love to hear from 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.