Sarah Pearson

Sarah Pearson (2)

About me

I worked on the provider side of the financial industry for 14 years before joining Mulberry.  I knew a lot about who’s who in this sector and Mulberry was my firm of choice.  I joined the team in 2014 to kick-start my career as a financial advisor and have never looked back.  I was a shareholding Director of the business (until we sold to AFH in 2019) and I am a Chartered Financial Planner.

Why saving is important to me?

I want to be able to access cash when I need it, for big buys like houses or holidays.  But I also want to look after my son by creating a strong financial legacy for him in the future.

 

Interesting fact

I love travelling and travelled across America on a Greyhound Bus when I was 20 with a friend. At 21, I went backpacking on my own for 16 months seeing lots of Asia, Australia, New Zealand and America. There are still lots of places on the bucket list but with a family now, holidays (for now) are bit more structured & safer!

 

Specialist areas of advice

  • Saving & investments
  • Pension & retirement planning
  • Estate planning 
  • Taxation 
  • Family Protection
  • Mortgages
  • QROPS & QNUPS

 

Location

Twickenham, London and the surrounding areas.