Sarah Pike
Chartered Financial Planner
Sarah has worked in the financial service sector for the last 30 years, the last 18 of which with Peter Harding Wealth Management.
As a Chartered Financial Planner, Sarah brings a wealth of knowledge and experience to helping her clients explore and navigate the complex tax structure in order to secure their own financial futures and that of their extended families.
Sarah has an older family, so understands the pressures that school and university fees add onto a family’s finances alongside planning for retirement and helping to guide the generation above when it comes to planning for inheritance tax and distribution of wealth.
She feels it is essential to build bespoke financial plans for clients and more importantly review these regularly to ensure they remain current.
About
Sarah is a fully qualified Chartered Financial Adviser. She feels it is essential to build bespoke financial plans for clients to help them to achieve their goals, and more importantly, review these regularly to ensure they remain current.
Sarah is very interested in helping people from all walks of life to maximise their financial potential and really enjoys exploring possibilities with clients.
Sarah is married to Steve and has two sons Leo and Alex who guide their recreational activities.
Sarah specialises in:
- Investment & Pension Planning Inheritance Tax
- Later life planning
Qualifications:
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Equity Release
- Award in Pensions Update
- Certificate in Financial Services
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
Office:
- Sherborne
- Shaftesbury
- Canford Cliffs
- Corsham
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
Accreditation
