After originally studying law, Sara-Jane found her true calling in financial advice — guiding successful women to make confident, informed choices about their wealth.
Sara-Jane has worked in financial services since 2013, and since 2019 has been advising clients directly, combining technical expertise with a deeply personal approach.
Sara-Jane specialises in working with women professionals and business owners because she understands the unique demands they face balancing busy careers and family priorities, whilst also wanting their money to work intelligently and efficiently for the future. Her role is to take away the stress and complexity of managing wealth, providing a clear roadmap that brings structure, confidence, and peace of mind.
Clients often tell her that they value the way she explains complex matters in plain, practical terms, and that they never feel pressured or “sold to.” Instead, she sees herself as a long-term partner and sounding board: someone who listens, understands, and ensures every financial decision supports both their goals and their lifestyle.
Outside of work, she enjoys a full and varied life surrounded by family, friends, and creative pursuits that keep her inspired.
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.