Sarah Beall

Please provide a brief comment about your experience with Sarah

Very clear and good first meeting, explained the process, fees and review very well.

Please provide a brief comment about your experience with Sarah

Had a very productive initial consultation with Sarah over MS Teams. Sarah was very knowledgeable about everything I wanted to discuss and she tailored the session to cater for an urgent advice requirement I had. I'm looking forward to our next meeting.

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

Taking early retirement and having funds available to invest, plus needing to take an overall look at our financial plans and management

How has Sarah Beall helped you?

Sarah took over from our initial adviser appointed by The Private Office and quickly got to grips with our circumstances and finances. She has since provided good and clear advice on a number of occasions, including explaining financial issues we were unfamiliar with.

Have you seen the outcome you were hoping for?

So far, very pleased with financial outcomes from our investments, and the clarity of modelling and predictions about our overall finances

What could they have done better?

Nothing springs to mind

Please provide a brief comment about your experience with Sarah

It’s very apparent the Sarah knows her stuff. She engaged with me very quickly, we were able to talk at ease discussing the our next steps. Everything was dealt with very easily.

Please provide a brief comment about your experience with Sarah

Sarah was able to review and answer my initial question. She took time and it did not feel pushy