Meet Sarah

Sarah has worked for Warwick Financial Solutions for seven years, having joined in 2013 as a temporary member of staff. Sarah soon found herself a permanent home here, however, and is a valuable member of our team.

You may get to know Sarah on the other end of the phone or email, booking appointments and communicating between clients and planners. Sarah is also our on-site first aider.

How I like to spend my time outside work

With my family.

The important stuff

Just as we encourage and support our clients to achieve their goals, so we provide encouragement and support for our team members to do the same. You can see the qualifications that Sarah has obtained below.


Sarah in the spotlight

What do you enjoy most about your job?

I enjoy the variety and range of activities I work on.

Food heaven and food hell… What are they to you?

Food heaven = Chinese takeaway
Food hell = jalapeños!

Is there anything you’re embarrassingly bad at?

Taking things to heart.

What is the last book you read that you couldn’t put down?

Castle in the Air by Judy Corbett

What is one show you never, ever miss an episode of?

Hollyoaks – I’ve watched it from the very start!

Three things guaranteed to make your day better:

Coffee, chat with my best mate and cake.

What do you have absolutely no patience for?


Which famous person would you most like to have (or have had) a conversation with?

The Queen

What three items would you take with you to a desert island?

Knife, mirror and endless supply of water.


You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford


A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.



I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.



Everything is clearly explained and nothing is too much trouble for this professional and friendly team.



Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham


I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes


Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

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