Sarah Keens

Email Sarah
Tel: 01473 384858 or 020 7182 4474

Sarah’s Work
Sarah has the unenviable job of maintaining the firm’s compliance with the myriad of requirements from the Financial Conduct  Authority.  Sarah spends much of her time auditing client work, ensuring that our standards are maintained at the highest levels by honing and developing our practices.

Financial Background
Sarah has worked with Andrew Swallow for over 20 years.   Over the course of her career, Sarah  has attained the  necessary qualifications needed to develop her initial role as an administrator to that of a paraplanner and then 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.

Sarah has attained the diploma in financial planning and completed the additional “gap filling” requirements introduced by the retail distribution review (RDR).

Share This Post:

Call a Financial Adviser Today

Talk To A Financial Planner

To kick-off your journey towards a more secure financial future, book your initial consultation with one of our financial planners today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.