More about me
Sarah began working at Proposito in 2008. She has more than 20 years of financial services experience, starting out as an office junior and then becoming an administrator, a paraplanner, an adviser, then going back to working as a paraplanner (“the best job!”). She has worked in small, family-run firms as well as large nationwide chains.
She oversees the firm’s technical delivery, working closely with Huw and our clients to ensure they have everything they need to keep their plans on track.
Her day-to-day role as a paraplanner involves analysing client data, researching financial products, developing recommendations for clients, and building complex financial plans. In addition to keeping a close eye on technical developments and regulatory, legal, and legislative changes that impact our clients.
In addition, she is responsible for putting processes in place to ensure we are running as efficiently as we can and continue to do so.
Meet the rest of your team
Meet the people who will help you achieve your financial and lifestyle goals.
Huw Jones
Director and Chartered Financial Planner
Jade Shelton
Financial Planner
Sarah Egan
Paraplanner
Anne Manning
Administrator
