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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

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Making the perfect Sunday roast.

Waves crashing against rocks
Sarah Jones

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

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.