Newcastle
Sarah joined Perspective in 2024.
She has six years of experience in Financial Services and holds the DipPFS qualification. Sarah is currently working towards her Mortgage Advice qualification (CF6) as part of her ongoing progression.
Sarah’s role involves working directly with clients to provide bespoke, holistic advice. She enjoys using her technical expertise to help people feel confident about their financial future, creating clear and practical strategies that make a meaningful difference. Her approach focuses on understanding clients’ goals and delivering advice tailored to their individual needs.
Outside of work, Sarah enjoys travelling, hiking, teaching herself to play the piano, and spending time with her young family.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
