Sarah joined the team in October 2008 as Office Manager and Paraplanner from a national IFA practice where she was a financial planner. Sarah relishes the challenges of heading up the paraplanning at Proposito.
Her day to day role as a Senior Paraplanner involves analysing client data, researching financial products, developing recommendations for clients, and building complex financial plans. Working closely with our Financial Advisors – Huw and Richard, she ensures that Proposito clients are provided with an exceptional level of service to ensure their unique financial objectives are met.
Having studied Photography, English Literature and Communication at college, Sarah started work in the Financial Services industry in 1999 and worked her way up to qualify as a financial planner in 2007, having previously held paraplanning and managerial roles.
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 not studying for financial planning exams Sarah’s passions are photography and walking, activities which she regularly combines with stunning results.