Our Financial Consultants / Paraplanners
Sara Moore
Senior Financial Consultant
Sara is a Senior Financial Consultant and Equity Release specialist with over 20 years experience who provides holistic, personalised wealth management advice. She takes a caring and thorough approach, taking time to understand each client’s individual goals and circumstances. Combining technical expertise with a strong focus on long term relationships, she delivers clear, strategic guidance that supports confident financial decision making. Sara is committed to helping clients achieve clarity, security and peace of mind at every stage of life.
Qualifications
DipPFS, Certs CII (MP & ER)
Insights by Sara Moore
Time is ticking: How to give your tax plan a year-end boost
A few thoughtful steps now – boosting pensions, maxing out ISAs, or trimming capital gains – could save you thousands in tax and leave more of your money where it belongs: with you, not HMRC.
Top tips to save money and set your finances up for success in the new tax year
Strategic early planning unlocks more financial opportunities and ensures you make the most of tax-saving opportunities. Here we highlight some key considerations for the 2025/26 tax year.
How do you pay £200,000 into a pension fund?
Carrying forward unused annual allowances from prior tax years can allow certain savers to pay a large sum into a pension. This can be particularly beneficial for small business owners.
