Sarah brings a wealth of experience and some very specialist knowledge to the Stilgoe Financial Management team. She has over 18 years' experience in the Financial Services Industry, the last 12 of which she has worked with St. James’s Place Wealth Management, most recently with the Tax and Technical consultants team. Her specialist areas of expertise are Later Life Planning and Taxation and *Trusts making sure that all her clients are prepared for their future. She also has considerable experience in the area of Corporate Planning.
Sarah holds a Diploma in Financial Planning and actively pursues her own personal development to ensure that her industry knowledge remains progressive.
She is a Wife and Mother to three young children and along with Richard is passionate about the area of Intergenerational Wealth Planning.
*The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
Niki is responsible for arranging all client meetings and very professionally manages Richard’s appointment schedule as well as co-ordinates the flow of information in and out of our office.
Heidi efficiently deals with all of the information that needs to be processed and progressed following Richard’s visits with clients. She helps formulate all review and summary documentation and along with Niki, liaises with our team of Paraplanners and technical departments at Head Office.
Joanna works with Richard to develop the strategy for, and structure of the business to ensure that we operate in a smooth and efficient way and are always able to deliver consistently good service to our clients.