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Sarah began her career in financial services at RBS Group, over 15 years ago. She has gained her experience in wealth management through her time at Coutts Bank, specialising in ultra-high net worth clients and in various roles within Independent Financial Advisory firms.
She has over 6 years’ experience as a paraplanner, and here at Depledge she supports the financial planners in researching and analysing suitable products and investments, alongside producing calculations, suitability reports and cashflow analysis.
Sarah is currently working towards completing her Level 4 Diploma in Financial Planning, and hopefully will be taking her final exam in the near future.
Sarah Enjoys spending her spare time with her two children, and as a hobby she likes to exercise and run long distance (only when the weather is nice!).