Paraplanner
Sarah joined the team in February 2026 as a Paraplanner.
She has over 25 years of experience of working in Wealth Management supporting Financial Advisers. She has previously worked for Bank of Scotland and St. James’s Place and her previous roles have included Client Support, Administration, Group Pension Account Management and Paraplanning.
Sarah Likes Spicy Food
Sarah Dislikes Snakes
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
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