About me

Sally has been working in financial services since 1994 and as an Independent Financial Adviser for most of that time.  Sally advises in all areas of financial planning and takes pride in the long term relationships she has built with her clients.

Sally holds Advanced Diploma in Financial Planning which gains her Chartered Financial Planning status and continues to study to achieve higher qualifications in all areas of financial planning. Sally specialises in tax efficient investment & wealth management, inheritance tax planning and advising on later life. Sally also holds specialist pension qualifications to advise on pension options pre and post retirement.

Sally is married with two sons.  Her interests are walking her dog Eddison, running, cycling, swimming, windsurfing and snowboarding.

Location

Dorset, Highcliffe Office 01425 282181