Tel: 01473 384858 or 020 7182 4474
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.
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.
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).