MEET THE DIRECTORS & TEAM
Enter info about Clive, Bob and CWEP here
Senior Paraplanner and Client Liaison
Sarah has over 10 years’ experience of working in the financial services industry and joined the team in 2013.
Since Graduating from University in 2009, Sarah has achieved her Level 4 Diploma in Regulated Financial Planning. She also gained her AF7 Pension transfer qualification in 2019 and has in-depth knowledge of Defined Benefit Pension transfers.
Outside of work Sarah has a passion for travel and experiencing new countries.