

About me
After deciding a career in biochemistry wasn't for me, I joined the Financial Services industry through a graduate training scheme in 2007. I trained as a Financial Adviser within a large IFA based in the North West. Having worked at Investec Wealth & Investment for 11 years, I am very proud to be involved in preparing investment, retirement and Inheritance Tax planning advice for clients.
Background/Experience
- Diploma in Financial Planning
- BA (Hons) Business Management
- BSc (Hons) Genetics
My Interests
I enjoy spending time outdoors with my young family as well as horse riding when time permits.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
I'm also an expert in...
Making the perfect Sunday roast.

Sarah Jones
Investec understands that people are what makes the organisation unique. Both clients and staff alike.