Sarah Sherlock
True financial success is rarely achieved via luck alone. More often than not it's the result of a carefully considered plan, well executed.
As a Financial Planner, my role is similar to that of a personal trainer, but for your finances. I build personalised, step-by-step plans that help get you from where you are today, to where you want to be, with regular check-ins to ensure you're always on track.
About
As a self-employed, mum of two, I know first hand how busy life can be. With the demands of daily life, there often isn’t time for managing finances effectively.
Add to that the ever-changing, complex world of finance and it’s easy to see why many simply concentrate on the here and now, essentially leaving their financial future up to chance.
A carefully considered financial plan, gives control of your future, back to you.
My role as a Financial Planner is help you visualise an ideal future and define what success means to you and your family. Armed with that information, I then create a plan aiming to achieve that.
Following the plan’s implementation, I focus on maintaining a long-term, trust based relationship so that as your circumstances evolve, I’m able to provide the right advice, at the right time – ensuring you stay on track.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/10/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
