Client Area

Sarah Kay

Senior Paraplanner

I am responsible for leading the Paraplanning team, in order to provide support, training and guidance, alongside technical expertise where required. Having spent many years specialising in high-net-worth clientele, I thrive in the more complex and niche areas of financial planning.

On a day-to-day basis, I conduct thorough research to enable me to write financial planning and suitability reports in a range of areas, ensuring the best client outcomes that are tailored to the individual’s goals and circumstances.

What's the Best Thing About Working at IFP?

The variety and complexity of the reports I write – no client circumstances, objectives and goals are alike and therefore no day is the same.

Now for the personal part…tell us about you

In my spare time I enjoy travelling with my Husband and two children both in the UK and further afield. We enjoy the outdoors, and it allows me to put my degree in Environmental Studies to at least some use. When at home, I am a perfectionist who enjoys home renovations and will happily browse estate agent’s websites for the next project inspiration.

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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