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Sarah Nesbitt
My goal is to empower you to take control of your own finances, which in turn gives you financial confidence in every stage of your life. I will provide you with unbiased, reliable financial advice alongside using effective financial modelling, to ensure that you are on track to achieve your short, medium, and long-term goals.
Before I can provide you with financial advice, we would start by building your financial plan. The plan is designed to understand your current financial position and what you need your money to do for you. I want to hear about your aspirations and goals for life to understand whether you are on track or corrective action is needed.
I understand the importance of tax efficiency with your investments and have a comprehensive knowledge of current legislation to ensure that your money is managed in a manner that takes into account your own tax liabilities and approach to investment risk.
I joined The Private Office from a wealth management background due to the values that embody The Private Office and how they resonate with my own; particularly their pledge to donate 25% of the company's future value to a charity called Restore Our Planet. I work within a diverse team who has extensive experience with complex financial planning needs and feel privileged to bring my own experience and perspective to the team.
Get in touch for your free initial consultation
What drives me?
I have a passion for people especially to help empower them through financial education. Financial freedom is an aspiration I have for all my clients which makes our interests aligned from the beginning.
Outside of my career, I am a keen gym goer and passionate movie buff. I have a personal goal to visit every country in the world in my lifetime (luckily with the help of financial planning, I am on track to do so).
My Qualifications
- CII Level 4 Diploma in Regulated Financial Planning
- CISI Level 4 Diploma in Investment Advice
- CISI Certificate in Paraplanning
- BSc (Hons) in Accountancy & Finance (with a Placement Year) from the University of Reading
We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.
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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. |
FCA regulated
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
> View The Private Office's profile on the FCA Register
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
> View my profile on the Adviser Directory
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Diploma-qualified Financial Planner.
- Passionate about empowering my clients to take control of their financial future.
- Ability to build a robust and effective financial plan that enables my clients to feel confident in any stage of life.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.