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
August News update from the best financial advisors at Christina Clegg's office According to J P Morgan less than 10% of people in the UK make regular payments into an investment. Over the last 10 years they estimate that someone investing £100 a month would have doubled their money. The new HMRC tax whistleblower scheme may be about to pay out bonuse...
Awards and Accreditations
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