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
Sarah is an Independent Mortgage and Protection Adviser who joined Invest Southwest in May 2022.
Sarah graduated in 2010 with a First-Class degree in Mathematics and upon graduating, went on to work for Lloyds Banking Group as a Statistician before retraining as a secondary school Mathematics teacher; a career which she enjoyed for 10 years.
Sarah prides herself on her client-centered approach and is dedicated to providing her clients with a first-class service. Sarah works tirelessly to ensure that her clients are provided with top quality advice, carefully tailored to their needs and individual circumstances. She has built fantastic professional relationships with her clients since joining Invest Southwest and is currently studying towards her Diploma in Financial Advice.