Sarah Hallows

I'm Sarah Hallows, a Fellow of the Personal Finance Society and Chartered Financial Planner with over 16 years' experience providing holistic financial planning.


Through a boutique, relationship-led approach, I work closely with a select number of individuals and families, delivering personalised advice and long-term guidance tailored to what matters most to them.


My work centres on three core pillars: building wealth, protecting wealth and passing on wealth.

Get in touch

Sarah Hallows

I'm Sarah Hallows, a Fellow of the Personal Finance Society and Chartered Financial Planner with over 16 years' experience providing holistic financial planning.


Through a boutique, relationship-led approach, I work closely with a select number of individuals and families, delivering personalised advice and long-term guidance tailored to what matters most to them.


My work centres on three core pillars: building wealth, protecting wealth and passing on wealth.

Get in touch

Sarah Hallows

I'm Sarah Hallows, a Fellow of the Personal Finance Society and Chartered Financial Planner with over 16 years' experience providing holistic financial planning.


Through a boutique, relationship-led approach, I work closely with a select number of individuals and families, delivering personalised advice and long-term guidance tailored to what matters most to them.


My work centres on three core pillars: building wealth, protecting wealth and passing on wealth.

Get in touch

Tailored financial planning

Get in touch

1.

Retirement Planning

Retirement Planning

Whether retirement's approaching or already here, I'll help you build a clear strategy for the lifestyle you want, making the most of your pensions, investments and tax-efficient income.

2.

Investment & Wealth Planning 

Investment & Wealth Planning 

Build, manage and preserve wealth through a tailored investment strategy aligned with your objectives, timescales and attitude to risk, while making effective use of available tax allowances and reliefs. 

3.

Protecting & Passing On Wealth 

Protecting & Passing On Wealth 

Helping you safeguard what matters most through personal and family protection solutions, from life cover and income protection to business safeguarding. I'll also help you preserve and pass on wealth tax-efficiently, keeping control and flexibility during your lifetime and working alongside solicitors and other advisers to build a coordinated strategy for your family's future.

Build a clear financial future

A clear financial roadmap

Understand where you are, where you want to be and the steps to get there.

Tax-Efficient planning

Make the most of allowances and reliefs to structure your wealth efficiently.

A trusted relationship

Build a long-term relationship with an adviser who understands you.

Build a clear financial future

A clear financial roadmap

Understand where you are, where you want to be and the steps to get there.

Tax-Efficient planning

Make the most of allowances and reliefs to structure your wealth efficiently.

A trusted relationship

Build a long-term relationship with an adviser who understands you.

Build a clear financial future

A clear financial roadmap

Understand where you are, where you want to be and the steps to get there.

Tax-Efficient planning

Make the most of allowances and reliefs to structure your wealth efficiently.

A trusted relationship

Build a long-term relationship with an adviser who understands you.

A message from Sarah:

"I believe great financial planning starts with understanding what matters most to you. By building trusted, long-term relationships, I help individuals and families make confident decisions about their wealth, future and legacy, providing ongoing guidance as life, priorities and aspirations evolve. "

"I believe great financial planning starts with understanding what matters most to you. By building trusted, long-term relationships, I help individuals and families make confident decisions about their wealth, future and legacy, providing ongoing guidance as life, priorities and aspirations evolve. "

"I believe great financial planning starts with understanding what matters most to you. By building trusted, long-term relationships, I help individuals and families make confident decisions about their wealth, future and legacy, providing ongoing guidance as life, priorities and aspirations evolve. "

Sarah Hallows

Sarah Hallows

Chartered Financial Planner

Get in touch

Email me

Call me