Sarah joined the Financial Services industry in September 1990 with one of the major Financial Services Companies. She has been advising high net worth clients in all aspects of financial planning for over 30 years within the Wealth Management arena, specialising in Inheritance Tax planning, Trustee Investment Reviews and Investments.
In 2013 Fidelium Financial Planners was borne out of Sarah’s desire to provide her long-standing and new clients with the highest level of bespoke servicing and financial planning she could deliver.
Sarah had become frustrated that firms were becoming increasingly focused on their profits and business plans whereas Sarah passionately wanted to make a difference. She believes that by focusing on her clients; their needs, objectives, fears, desires and goals, whilst also ensuring they are happy – then the business would naturally be successful.
“Our clients are our Business, if they are happy and satisfied then the business will continue to thrive”
Sarah takes pride in the fact that her clients have remained true, loyal and supportive throughout her long career as a Financial Planner. They say this is due to the care and attention she provides to each client individually. She continues to focus on client loyalty with continued support in a way that serves their best interests.
Quite simply, her advice is based on what she would do, if she were in your situation
Outside of work Sarah enjoys officiating netball for the South East Region and spending time with her family.