Sarah Loxton DipPFS
Financial Planner
London office
What attracted me to a career in wealth management?
It has been a privilege to work with my clients and my families over the years to move them closer to their financial goals and to see the happiness on their faces when we turn their dreams into reality. I enjoy helping the client with complex financial matters as I provide robust advice that is easy to understand so they have the peace of mind that they are in safe hands.
How do you approach your role on a daily basis?
I spend the time with my clients to understand all aspects of their life (health and wealth) and feed this into my sophisticated cashflow planning tool. This allows the client to have the ability to see their potential financial future in one easy to understand report. Clients trust me to be by their side so that I can adapt their plan when the inevitable changes of life occur.
What are my interests outside of work?
Outside of work I am committed to a weekly netball team which I thoroughly enjoy. I've explored lots of countries as I love travelling and meeting new people. My favourite place so far is Malaysia and the Philippines.