Chartered Financial Planner

Louise Sagar

About me

My day to day work covers a wide variety of financial planning topics which I enjoy getting involved in. There are no areas of advice that I have not been able to help with. The key is to ensure your money and wealth is working hard for you.

I provide advice on all areas of financial planning, but my key interests and areas of expertise are:

  • Retirement planning – pre and post retirement.
  • Estate planning.
  • Complicated pensions – large funds, property purchase
  • Investment planning

I build my relationships with clients based on mutual trust, openness and integrity. I am passionate about educating and inspiring people about their finances to ensure they make the most of their resources.

Louise Sagar has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more

More information

Qualifications

FPFS
CeMAP

Location

Based in: 
Stevenage
Covers: 
Hertfordshire
Cambridgeshire
Bedfordshire