Mortgage & Protection Planner
Having spent 11 years in financial services, Sarah is an experienced specialist, with 10 years under her belt as a mortgage adviser for a high street bank.
Sarah’s knowledge and expertise has seen her arrange mortgages for a wide variety of clients, including both private and professional investors, Sarah is our Equity Release specialist. That means she advises clients on how to release capital from their homes in later life. Her experience also extends to protection planning, in property purchase and standalone cover. Yet her depth of knowledge also sees Sarah covers areas as diverse as Life assurance, Critical Illness cover and Income Protection. On top of showing clients how best to set these up, Sarah also advises on Trust planning, ensuring the most tax-efficient, protected result for all beneficiaries.
Based in the West Country, Sarah visits clients locally in North Devon. Yet she can also conduct meetings by phone, or meet in-person, across the UK.