Partner Practice of St. James's Place Wealth Management
With over 15 years of experience in attracting and retaining clients, Sarah works closely with the advisers and the client servicing team to check that all clients receive the highest level of service. Sarah has built an effective client communication programme that keeps clients up to date with the latest information and news that may affect their wealth.
Sarah also heads up the marketing team who are responsible for the delivery of a comprehensive events schedule to help educate and inform private clients, business owners and introducers on a range of subject matters. Up and coming events can be found here.
She is proud to have built a business that puts the client at the heart of everything they do, demonstrated by Capstone Financial Management recently winning “Financial Advisers of the Year” (2018) at the Talk of Manchester Business Awards.
Outside of work Sarah enjoys spending time with her little boy Jackson and husband. She also loves travelling to anywhere with sunshine.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.