Sarah has worked in financial services for more than 25 years since completing an Economics degree.
Sarah advises clients locally in Bristol, Bath and the surrounding area, as well as remotely with clients across the UK.
With Sarah’s Chartered status and experience, she is able to offer comprehensive financial advice to help towards her clients achieving their financial goals.
Sarah combines her analytical skills with empathy, and asks the questions that uncover the issues driving her clients’ thoughts, actions, and ambitions to make a positive and lasting impact on their financial situations.
Sarah invests time in developing longstanding client relationships, often resulting in multi-generational advice.
Outside of work, Sarah enjoys spending time with her husband and son. She likes all kinds of outdoor activities and sports.
Specialisms
- Pension and retirement planning
- Investment planning
- Inheritance Tax planning
- Life cover, critical illness cover, and income protection
- Business protection
- Mortgage advice
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
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Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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