Sarah Roy

 

Sarah Roy, Marketing Assistant

Sarah, our most recent recruit provides support to the sales team and spends the majority of her time on the telephone with clients progressing their enquiries. Much of her time is spent securing appointments for the corporate side of our team, setting up meetings to discuss employers workplace pensions needs.

 

Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, and all matters legal.

John McKee - Solicitors

Lockton - Insurance Brokers

Upstream - Working Capital

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