Sarah Nesbitt

Sarah Nesbitt

The Private Office

Sarah's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 15 )

Retirement income (annuities, drawdown) ( 11 )

Investments and Savings ( 20 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 5 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 15 )

Financial Mentoring ( 3 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 7 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

First impression

by a VouchedFor user

13 days ago

Overall

Please provide a brief comment about your experience with Sarah

Sarah was very professional and provided practical and informative advice.

First impression

by a VouchedFor user

25 days ago

Overall

Please provide a brief comment about your experience with Sarah

Sarah was very helpful on one item i need to deal with before our formal discussions. Many thanks

Review

by a verified client in London

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Came into money through equity sale of company I work for, planning house purchases for me and sister

How has Sarah Nesbitt helped you?

Helped me to understand what’s affordable for me, how to balance mortgages and investments and how to invest my money in a way that is tax efficient for my dual US UK citizenship

Have you seen the outcome you were hoping for?

Yes been a very tailored service since day one, super responsive team, seen good investment returns and feel confident in houses I am buying

What could they have done better?

Nothing very happy

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Sarah

Sarah was personable, professional and knowledgeable in our introductory discussion. The information she imparted was clear and easy to follow.

Review

by a verified client in Essex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Dissatisfied with my original Pension advisor

How has Sarah Nesbitt helped you?

Yes she gave me positive answers to guide me through my drawdown

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

Perfect guidance