Sarah Buck
BSc (Hons) Dip PFS, Cert SMP
I have over 20 years experience in financial services, initially specialising in mortgages. After receiving the invitation to join St. James's Place, I have gained a wealth of understanding and knowledge both in the industry and through life experiences which I feel gives me a truly personal empathetic approach. My philosophy is to treat people the way I would like to be treated.
About
Having recognised that I could provide clients with a better service and the best possible advice by setting up my own Practice, I can now focus on promoting the development of life-long and robust relationships with clients, helping them to secure the best possible financial future for themselves and their families through their life changes.
I believe in providing a friendly, face-to-face service and deal with all clients in a compassionate, caring manner and in total confidence. I offer all new clients a no-obligation initial consultation without time constraints. This allows me to get to know you, and for you to tell me about your personal and financial circumstances without feeling pressured.
On a personal level, as well as enjoying getting to know and helping my clients, I am passionate about conservation and nature in general. Walking in the beautiful New Forest with my dog and partner where I live is one of my favourite ways to relax, with the odd meal out.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
