Sarah joined our acquisitions team in April 2022 after hearing about our impressive growth and success. Sarah wanted to be a part of something exciting and to be pushed to reach her full potential.
She has worked in accounting and finance for over 10 years, starting off as an Apprentice and working her way up to Management Accountant in 2018. Sarah was heavily involved in acquisitions in that role and developed a bit of a passion for the diversity of it. She has also worked as a finance partner in the public sector.
Sarah’s role as Acquisitions Accountant is to carry out the financial due diligence on potential acquisitions, focusing on the current client bank and future prospects of the business. Sarah is also involved in the integration of new acquisitions, helping to collate the client data needed to ensure that the change is as smooth as possible and that we are able to service the new clients going forward. This work is particularly interesting for her as she gets to meet the business owners very early on in the process and learn all about them and their business. No two companies are the same and Sarah enjoys the variety and scope of the work she does. She is a self-professed Excel lover and relishes in the challenges that come with data manipulation.
Sarah has a passion for the outdoors and regularly goes hiking and camping. She is also a big gamer, pet lover and enjoys decorating her house with lots of colour and eclectic décor.
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
