Sarah Evans

Technical Paraplanner

Sarah Evans

Sarah… in a nutshell

I love being part of a close-knit team. We really do support each other and work together to help our clients achieve their goals. It’s a great feeling when you have assisted a client in improving their financial planning situation and helped them work towards meeting their life ambitions.

My working days are rarely the same. I’m often found preparing client review packs, producing suitability letters and assisting with technical queries.

I am also a trained Forest School Leader. I spent several years running Forest School sessions in the woods with children from age 4-11.

Barack Obama said his big message for his daughters was to ‘be kind and be useful’. I hope I’ve impressed this a bit on my own three teenage daughters.

My daughters take up most of my spare time outside of work, and my vegetable plot uses up the rest of it! If I’ve got any downtime left to spare, I’ll often spend it with a good book.

More team members

Qualifications and memberships

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
  • Certificate in Mortgage advice and Practice
  • Woman Financial Advisers Group ‘Paraplanner of the Year’ Finalist 2005
  • CF8 Long Term Care Insurance
  • 1st Class BSc(Hons) degree (Geography)
  • CISI Certified Financial Planner (ongoing)

Get in touch

Everyone’s on a different path. There’s no one-size-fits-all approach.

Have a complimentary, no-obligation chat with one of our advisers to find out how financial planning can transform your future.

book a consultation