Sarah Keens

Email Sarah / Skype Swallow / Tel: 01473 384858 or 020-7937-3400

Sarah's Work

Sarah has the unenviable job of maintaining the firm's compliance with the myriad of requirements from the Financial Services Authority. Sarah spends much of her time auditing client work to make sure our standards do not drop and she continues to develop systems to ensure our standards meet ISO 22222 and our other commitments.

Financial Background

Sarah has worked with Andrew Swallow for over 20 years, starting as an administrator then developing her role to paraplanner and financial adviser.

Personal Background

Sarah is married to Stuart. When not grappling with the complexities of compliance, Sarah spends time with her children and family. Sarah has been involved on the committees for her local playgroup and schools and enjoys badminton, body balance, cycling and reading.

Qualifications

Sarah has the diploma in financial planning. She is currently undertaking gap filling examiniations and study to ensure she is RDR compliant by the end of 2012.

 

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

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