Dip PFS, CeMAP, Cert PFS
Awards achieved in conjunction with Vision IFP
Our dedicated staff and partners provide bespoke financial advice to our clients.
Sarah has been providing quality bespoke financial advice to clients since 1997.
Before founding W.T, Sarah had a highly regarded career at HSBC Bank where she had worked since 1989 advising individuals and corporate clients.
As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
Our reputation is very important to us and is the reason we continue to receive client recommendations and referrals.
W.T continues to receive an exemplary client satisfaction. Read our testimonials to find out more.