Sara Davies
Independent Financial Advisers
What I do:
As an independent financial Adviser I enjoy building personal relationships with my clients which I feel allows me to really understand and tailor solutions for their needs. I provide advice across pensions, investments and protection, and have previously offered mortgage advice which allows me to take a holistic view when advising clients. I have had a varied career in Financial Services starting out at Deloitte before going through a career switch programme in 2020 to become a financial adviser.
What I like:
I love to try new things such as sunrise cold dips, Pilates classes and seeking out new coffee spots, but most of my free time is spent with my friends and family.