Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Sarah Legge

Chartered Financial Planner

My career in Financial Services started in 2009 and I have over a decade of knowledge and experience in creating bespoke financial plans, based on a foundation of strong technical knowledge.

I can provide advice to you and your family in all areas of financial planning and at each life stage.

I listen to you and your needs to recommend tailored actions to help you achieve your goals, tax efficiently.

 

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Fleet

Covers

Hampshire, Berkshire, Surrey

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Fleet

Covers

Hampshire, Berkshire, Surrey

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