Newcastle
Sarah started working in financial services in 1998, achieving a BA (Hons) Degree in Financial Services in 2002. She qualified as a Chartered Financial Planner in 2012 and became a Fellow of the Personal Finance Society in 2013.
As a Chartered Financial Planner and a Fellow of the Personal Finance Society, Sarah has a very broad base of qualifications and experience. She specialises in financial planning, retirement planning for individuals and wealth management for both individuals and Trustees. Sarah also provides advice on individual and family protection. Sarah’s wealth of knowledge and experience ensures that our clients receive the best advice and solutions.
Outside of work Sarah enjoys walking and Yoga.
Check out Sarah’s VouchedFor profile here.
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
