Sarah Turner
DipPFS Certs CII (MP&ER)
Sarah has worked in financial services since 1999 and has been advising for several years. She specialises in protecting and increasing clients’ wealth, later life and long-term care planning, and family wealth transfer/inter-generational financial planning.
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About
Sarah has helped families and business owners to implement various Tax planning strategies, thereby reducing various tax liabilities. Sarah has also built solid relationships with other professionals and specialist advisers such as accountants and solicitors, which facilitates a truly holistic and rounded service for her clients.
Sarah’s main goal is to create a caring environment for both her colleagues and clients, by building long lasting and trusted relationships with colleagues, personal and business clients, and their families. This has been demonstrated by the colleagues, clients, and their family she now also considers as friends.
In addition to her career, Sarah also has a very active social life, including regular gym classes, cycling, and has recently taken up the game of golf. She is very much open to any help or assistance to improve her game.
She also uses her time to learn new skills and is in fact currently attempting to teach herself guitar. Are there any guitarists out there willing to provide virtual lessons? Sharing skills would be much appreciated!
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.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
