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Sarah Beall
Sarah Beall
About
Sarah is a Financial Adviser for The Private Office located in Leeds and covers areas across the north such as York, Nottingham and Sheffield. She also works out of our London office and has clients in London and the surrounding areas. As a Fellow of the Personal Finance Society, she offers invaluable insight to assist clients with their financial needs. Having previously spent a number of years in a technical role she has extensive exposure across the industry which allows her to approach strategies from a range of different angles.
As Sarah also has certificates in both investment management and pension advice, she is able to provide well-rounded, holistic advice. She supports her clients with issues such as mitigating inheritance tax, protection planning and working out when they may be able to retire. Sarah also has experience working with personal injury clients, providing support with settlements. She finds it rewarding to see the difference that financial advice can make in clients' lives and she works with her clients to ensure they understand what they are capable of achieving.
Sarah enjoys mentoring colleagues and takes great pride in helping future advisers develop their skills and technical knowledge. She is also a member of The Private Office’s Investment Committee.
Along with Sarah’s Fellowship, she holds certificates in Mortgage Advice and Equity Release, among other qualifications. As a key part of her ongoing professional development she keeps up to date with financial planning legislation. She also has a degree in Psychology from the University of Manchester.
Areas Of Expertise
- Investment Management
- Pension Advice
- Maximising allowances
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Award in Regulated Pension Transfer Advice
- Certificate in Securities Advice and Dealing
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Certificate in Mortgage Advice
- Certificate in Equity Release
- BSc (Hons) Psychology – University of Manchester
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Sarah works from our offices in Leeds and London and has clients in areas such as:
Sarah Beall locations
Sarah Beall map
- Selby
- York
- Matlock
- Carlisle
- Beverley
- Driffield
- Northallerton
- Lincoln
- Northwich
- Whitby
- Nottingham
- London
At a glance
- Fellow of the Personal Finance Society
- Over ten years’ experience in financial services
- Chartered Financial Planner since 2023
Sarah Beall is a stellar Independent Financial Advisor. Sarah is highly qualified, experienced, knowledgeable and makes clients feel safe, relaxed and reassured. My serious financial planning meetings turned into joyful , uplifting and inspiring experiences.
July 2024
She has taken every aspect of our concerns and provided us with a solution. We have approached financial advisors in the past and never felt we could fully trust them as they never explained their approach in a way a layperson could understand. Sarah was very different in her ability and desire to ensure we were fully aware.
May 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Sarah's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Sarah is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Finalist for Financial Adviser of the Year - North East at the Professional Adviser Women in Financial Advice Awards 2024
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.