0161 937 7600
Based in Manchester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Sarah has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sarah has provided information on their typical fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Sarah and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Sarah has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sarah has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Sarah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sarah has provided information on their typical fees
Sarah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been in the industry since 2007. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. My company has grown from 6 people in 2016 to 4 offices and nearly 40 people as of August 2022. I have been named in the 'Top 35 under 35 Rising Stars' by CityWire for 2016 and in the 'Top 25 Female Financial Advisers 2015' by the Financial Times. I also won Top Female Adviser North West and Top Team Leader UK in the Women in Financial Services Awards 2019 as well as being a finalist for multiple years in different categories. I am a passionate advocate of real financial planning where starting with your financial plan and life goals is paramount and the products are secondary. I believe in helping clients understand the financial picture using cashflow forecasting. I specialise in looking after business owners to ensure they maximise their opportunities through their business and plan for exit and succession and also estate planning and inheritance tax planning for higher net worth clients. I love what I do and my clients and team are like family. I believe that good financial planning can help people have better futures and ensure the money outlives the people. That means that people can achieve their goals and leave a legacy should they wish.
Offers available through VouchedFor
Contact Sarah through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sarah's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
KBA The Financial Planning Company is a trading name of KBA FS Ltd, which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Approved by The Openwork Partnership 19/03/2025.