Sarah joined Progeny in July 2018 as a Senior Paraplanner and was promoted to Paraplanning Team Leader in December of the same year, followed by Paraplanning Manager in October 2019. She has over 13 years’ experience in financial services, has attained Chartered status, and is also a Fellow of the Personal Finance Society.
Sarah enjoys creating clients’ financial plans which help determine what action they need to take going forward to achieve their lifetime goals and aspirations. Her role also involves ensuring technical accuracy within the paraplanning team.
Outside of work, Sarah enjoys cycling with her husband Martin as well as running and dancing. She also enjoys travelling to and exploring different cities around the world, with New York and Sydney being her favourites so far.