Sarah Jones

Sarah Jones

Associate - Wealth Planning
Liverpool office

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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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Making the perfect Sunday roast.

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Sarah Jones

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