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Sarah Picton

Client Services


I have been working within the financial services industry for over 20 years. During that time, I have worked as a field based Financial Advisor for the Co-op Bank and a branch-based consultant for Santander Bank. I then returned to back-office roles and worked as a Trainee Paraplanner for a local IFA company.

I’ve been with the company for just over 2 years and work on the Annual Review team. This involves providing valuations, performance reports, income sustainability calculations and annuity quotes for the client.

personal interests

During my spare time, I enjoy socialising with my family and friends and attend the local gym at least 5 times a week. I also enjoy travelling and love being in a hot climate.