Sarah joined the team in October 2008 as Office Manager and paraplanner from a national IFA practice where she was a financial planner. Since then she has developed our financial planning proposition and now has overall responsibility for Proposito’s technical delivery.
Her day to day role as Technical Leader and senior paraplanner involves analysing client data, researching financial products, developing recommendations for clients, and building complex financial plans. As if that wasn’t enough she also has one eye of technical developments and regulatory, legal and legislative changes that impact our clients.
She works closely with all of Proposito’s planners and ensures that our clients are provided with an exceptional level of service to ensure their unique financial objectives are met. Sarah holds the CII’s Regulated Diploma in Financial Planning and was one of the first paraplanners in the country to pass the CII’s Financial Planning Practice paper in July 2009.
When she is not in work Sarah enjoys walking and photography – pastimes she often combines with stunning results. Sarah is married to James and lives in Oxfordshire.