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Sarah Nesbitt
Sarah Nesbitt
About
Sarah is a Financial Adviser at The Private Office, based in London and covers areas such as Oxford, Kingston Upon Thames and Epsom, among others. As a qualified adviser, she empowers her clients to take control of their own finances and gives them financial confidence at every stage of life. She invests time in understanding her clients’ current financial position and aspirations for the future.
Sarah’s experience covers pensions, investments and inheritance tax planning for London and the surrounding areas. She is passionate about empowering her clients through financial education and aspires to achieve financial freedom for all.
Sarah joined The Private Office in 2021 from a wealth management background, which gives her additional knowledge of financial markets and she understands the importance of tax-efficiency within investments. In recognition of her success early in her career, she was a finalist for the Young Achiever award at the Professional Adviser Awards in 2023.
As well as being a diploma qualified financial planner, Sarah also has a diploma in investment advice and a certificate in paraplanning. She keeps up to date with financial planning legislation as part of her ongoing professional development. Before beginning her career in financial services, she completed an Accountancy and Finance degree from the University of Reading.
When she is not working with her clients to improve their financial confidence, Sarah is a keen gym-goer and enjoys visiting new countries.
Areas Of Expertise
- Pensions
- Investments
- Cash management
- Inheritance planning
- Retirement income
Qualifications
- CII Level 4 Diploma in Regulated Financial Planning
- CISI Level 4 Diploma in Investment Advice
- CISI Certificate in Paraplanning
- BSc (Hons) in Accountancy & Finance (with a Placement Year) from the University of Reading
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 office in central London and has clients in areas such as:
Sarah Nesbitt locations
Sarah Nesbitt area
- Croydon
- Bromley
- St Albans
- Kingston Upon Thames
- Epsom
- Sutton
- Dartford
- Wimbledon
- Oxford
At a glance
- Diploma-qualified Financial Planner
- Working in financial services since 2019
- Degree in Accountancy & Finance from the University of Reading
Very professional, considering I really am no expert in financial planning I was made very comfortable and everything was explained in terms of process and next steps. Would recommend.
March 2024
Sarah's advice is clear and she explains it well. She's pro active and reaches out to check in. She's prompt to respond to queries. Feel very comfortable with Sarah's advice so far.
January 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.
The Private Office is 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 the Young Achiever award at the Professional Adviser 2023 Awards
Articles by Sarah Nesbitt
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.