Sarah is extremely knowledgeable, professional and personable.
She explained the products very clearly and you feel safe in her capable hands.
Lovely to work with, highly recommend!
Sarah Dunn
Independent Financial Adviser
Upon graduating in 2010 with a First-Class degree in Mathematics, Sarah began her career in Finance, working as a Statistician for Lloyds Banking Group. In 2012, she retrained as a secondary school Mathematics teacher; a career which she enjoyed for 10 years.
Since joining Invest Southwest in May 2022, Sarah has successfully completed her Certificate in Mortgage and Protection Advice (CeMAP), Certificate in Regulated Equity Release (CeRER) and Level 4 Diploma for Financial Advisers.
Sarah prides herself on providing a dedicated first-class service to her clients, to ensure they receive the best advice, carefully tailored to their needs and circumstances. Sarah has a fantastic, professional relationship with her clients and enjoys helping them achieve their financial goals.