Talking about the partnership, Sarah said:
“I’m incredibly proud to be an ambassador for Wellesley Wealth Advisory. The company has had an extraordinary journey – growing from a vision of making financial advice more personalised, to a company with over £600 million funds under management and a client retention rate consistently over 99%. Wellesley will soon be celebrating its 25th anniversary, and I’m very excited to be involved with a company that has such longevity – not to mention its exciting plans for the next 25 years!”
When asked why she chose to work with Wellesley, she commented on the importance of trust, and also how she had been burnt in the past by poor financial advice:
“For me, trust is the most important thing when taking financial advice, and what sets Wellesley apart is their ethos of always putting the client first – giving them confidence and empowering them to make informed decisions.
“I had some very bad advice from an accountant a number of years ago which put me off. So, the big thing for me is having the trust element, I need to go and feel comfortable and you need to get that quite early on.”
She also praised Wellesley’s tailored approach, and the fact we don’t have a ‘typical’ client:
“I maybe had the preconception that it was really for the “mega rich” and recently I’ve learned it’s not that – it’s something everyone can benefit from!
“2020 has shown more than ever that we need to protect ourselves against life’s uncertainties. It is clear that Wellesley have helped their clients build long-term financial resilience and ‘expect the unexpected’.”
Sarah is a proud champion of women’s rights and representation – in sport and beyond. She recently launched a Women’s Leadership Summit, which is sponsored by The Royal & Ancient Golf Club of St Andrews. This passion for equality is another reason why she was drawn to Wellesley’s approach. She recently spoke in length with Adviser Samantha Kaye about the need to empower women to take control of their finances, saying:
“I especially admire Wellesley’s commitment to working with women and helping them on their financial journey – something that perhaps isn’t commonly associated with the financial advice sector.”
Sarah recently spoke to Wellesley Managing Director Tony Hannigan about the company’s history, ethos and plans for the future – to view the video click here!