Sarah Legge

I work closely with individuals like you to design bespoke financial plans that not only help you achieve your goals but also provide lasting financial security. Together, we assess your current position and create a roadmap towards your desired future. Recognising that everyone’s journey is unique, I have learned that listening to you is the cornerstone of truly understanding and addressing your needs.

My passion for helping people is what initially drew me to this profession. This dedication has fueled my success, allowing me to achieve specialist qualifications in pensions, become a proud member of the Society of Later Life Advisers (SOLLA), and earn the distinction of Fellow of the Personal Finance Society.

Over the course of my career, I’ve gained extensive experience in investment, retirement, and tax planning – key areas of advice that are vital for everyone to review.