As part of the Advice Team at Wills & Trusts, Sarah works directly with clients, hosting some of our non-advising meetings to go through paperwork and review adviser recommendations. Sarah now holds the Diploma in Regulated Financial Planning and is a registered adviser with the FCA.

Sarah is responsible for ensuring that the recommendations given to new clients are correctly carried out, as well as ensuring that clients have a clear and full understanding.

Sarah specialises in pensions analysis and transfers and has an additional regulated qualification, Certificate in Pension Transfer Advice meaning she is the pension ‘guru’ here at Wills and Trusts.