London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Sarah Keens

Sarah is a qualified financial adviser and is available to assist clients when required. Her main role however is to monitor and audit the advice given by the firm and also to ensure we are compliant with the myriad of requirements from the financial conduct authority.

Sarah is our longest serving employee and as has an elephantine memory concerning our clients affairs which is frequently found to be invaluable by clients and her colleagues alike.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

Read More   Send Email

Qualifications

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

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.

 

News

The latest news from Swallow Financial Planning and the financial industry

St Patrick’s Day March 15, 2024

St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry