Sarah Jones

Associate - Wealth Planning

+44 (0)151 227 2030

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

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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.