At the Raymond James Market Harborough & Oakham branches, we provide the intimacy of a small local practice backed by the resources and financial strength of a large financial services organisation.
We are focused on delivering a proactive and personalised wealth management service to help our clients achieve what is important to them.
We understand the financial needs of successful people and have a deep knowledge of investment principles, tax rules and wealth structuring.
Our offices are conveniently located in the heart of a couple of market towns, where we provide local advice based on global research.
Sarah joined Raymond James in April 2013 and has progressed through the ranks to become a Wealth Manager & Stockbroker. During her time at Raymond James, Sarah has become a well-respected member of the team, working hard to achieve the necessary professional qualifications for her role. As a Wealth Manager, Sarah helps people navigate their personal financial investment journey, and proudly leads the newly established Oakham office where she relishes the opportunity to work with individuals and groups from the area.
With a thirst for knowledge, Sarah is always looking to further her investment capability and has achieved the Investment Advice Diploma qualification from the Chartered Institute for Securities and Investments, as well as passing the Chartered Insurance Institute’s Pensions and Retirement Planning and Financial Planning Practice papers. Sarah is also a member of the Chartered Institute for Securities and Investment which enables her to keep up to date with the latest developments.
How Sarah helps clients day to day:
Sarah is always on hand to build relationships and help new and existing clients in the Rutland area by managing their pension, saving and investment portfolios on a discretionary basis, as well as providing financial planning advice and stockbroking services for both private and corporate clients.