Meet our team
Director & Financial Planner
AF7 – Pension Transfers (CII)
G60 – Pensions (CII)
K10 – Retirement Options (CII)
K20 – Pensions Investment Options (CII)
J04 - Pension Funding Options (CII)
J05 - Pension Income Options (CII)
CF1 - UK financial services, regulation and ethics (CII)
CF2 - Investment and Risk (CII)
CF3 - Financial Protection (CII)
CF4 - Retirement Planning (CII)
CF5 - Integrated Financial Planning (CII)
CF9 – Pensions Simplification (CII)
I’ve been in financial services for more than 20 years and a regulated financial planner since 2008.
I specialise in self-invested pensions both for clients who are accumulating funds and those at, or near retirement, and needing income.
Cashflow planning also forms a large part of what I do for my clients. I believe well-rounded advice is vital, looking at their financial situation as a whole rather than restricting my work to a particular product or area.
When I’m not at work I’m either supporting our daughter’s school as an active member and Treasurer of the PTA, or helping our church on the finance committee – spot the theme?
Being with family and baking a good Victoria sponge are also my favourite things to do.
My ‘me time’ is my new found love for Yoga – particularly the relaxation at the end of the class each week. And I never miss an episode of ‘The Archers’ on Radio 4.
Sarah in the spotlight
The three things I love most about my job are:
Providing a first-class service to all my clients.
Giving clients peace of mind and removing ‘money worries’ so they can focus on the things most important to them.
Building a plan that clients can work to when they have no idea which way to go.
The three qualities that draw me to new people are:
People that show there is more to life than work and personal wealth. People who are generous with their time for those that really matter. Those who make other people’s lives better in whatever way they can, big or small.
My most memorable client case was:
A syndicated SIPP property purchase with six members, including borrowing, pension transfers and new contributions in order to buy a golfing range/restaurant/bar/pro shop complex – which was complicated but fun!
We really appreciated how Bev took the time to understand our approach to risk. She gave us the information we needed to make informed decisions about our money.
Bev is comprehensive without being over-whelming. Ultimately, Bev removed the worry of making decisions that we wouldn’t have otherwise considered, and we are very grateful for that.
I feel much more in control of my own situation and I know I’m being taken care of. I would highly recommend Investment Sense to anyone. So much so, I started my own company a year ago and have asked Sarah for further guidance.
When we were looking to purchase a commercial property via our pension fund, we were struggling to see a clear pathway through the process, Sarah’s expertise ensured the process was explained clearly and gave us confidence when discussing with lenders and the SIPP provider.
Sarah has been our IFA for almost 10 years now, and has been absolutely superb in helping us financially through the process of retirement - always as helpful as we could possibly ask. Any assignment we give her is completed efficiently, and easy to understand.
Sarah has provided an excellent service to us, our family and friends. Her advice is carefully considered and her recommendations are tailored to fit the individual requirements.
I have been with Investment Sense for the past ten years. During that time I have been given excellent guidance and advise on Pensions and investments by Sarah and her team. Their friendly family sense has helped me with my ‘no idea of what to do’. I look forward to using their services for many more years to come.
Bev was amazing; she talked me through all of my options and sorted everything out. It was a wonderful day when I asked her “Could I retire now?” and the answer was “Yes!