Director

Sally is a Director of our Financial Planning team, having joined in 2011 from Barclays Wealth. Sally has a wide breadth of experience spanning 27 years, providing holistic advice and specialising in pensions, investments, inheritance tax planning, and tax planning.

Sally started her career at Norwich Union in 1996, where she was trained as a pension transfer specialist, before joining Barclays Wealth in 2004, assisting high-net-worth clients with their private banking and wealth management.

Sally holds an advanced pension qualification, allowing her to advise in specialist areas, such as SSAS and pension transfers, and works closely with professional connections and clients, ensuring she understands clients’ needs and objectives to deliver a plan to achieve their long-term goals.