Contact Sarah
The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.
View more of our teamMy role
I help individuals, families, and business owners make confident financial decisions to achieve their goals in the most suitable and personal way. My role is more than just offering advice -it’s about understanding what truly matters to you. Building a long-term plan that supports your life, values, and ambitions is important to me, making sure that you are guided through the process with clarity and care. I am proud to build lasting relationships based on trust, transparency and a genuine desire to do what is right.
Background
I have a wealth of experience in financial services, qualifying as a financial adviser in 1995. Having worked in both large institutions and independent firms, I understand the value of choice, flexibility and truly client-focused advice.
What’s important to me
Ultimately, what drives me is the opportunity to make a real lasting difference in people’s lives, not just with their finances, but with how they feel about their future.
Outside of work, I value time with my family (especially my three grown-up children) and friends, enjoying the outdoors and recharging so that I can bring energy and clarity to the work that I do. I enjoy walking, especially with my dog Milo and looking after my two elderly ponies who are still loving life.
Travelling is also important to me, whether it be trips abroad or weekends away in my caravan, I am happiest by the sea! I can usually be found with my head in a book or paper as I especially like to keep up to date professionally, but also enjoy a good story or two.
Trust, honesty and kindness are values that matter to me, both personally and professionally.
Qualifications
I am a Chartered Financial Planner and hold the CII Level 6 Advanced Diploma.
I am also a Fellow of the Personal Finance Society.
To find out more about me, please read my adviser pack.
Our clients… in their own words
To read how our clients feel about our service, in their own words, click the link below. This shows the feedback given by clients of our Managing Director, Rebecca Aldridge.