Sarah has a BA Hons degree in Financial Economics and over 25 years’ experience in the industry. As well as being a Chartered Fellow, Sarah also holds the specialist licence on defined benefit pension transfers. Sarah joined the St. James's Place partnership in 2016; she worked with Dean Williams, of Williams Wealth Consultancy, for 9 years, always with the aim of beginning her own company. Sarah works hard to develop and nurture long term working relationships with her clients. She speaks about wealth management at a variety of meetings, she fervently promotes her Chartered status to the next generation of advisers and enjoys supporting those who look to develop their careers in financial planning.

Outside of work she is married to Mark and has two children, William and Georgina, and two stepchildren, Meg and Alex.

To relax she enjoys a cold glass of Sauvignon Blanc. Sarah likes live music and musicals. She also enjoys keeping fit, running and all things equestrian. She would share her favourite movie with you but declares she can’t sit still long enough to watch a film to the end!