SARA WALKER – INDEPENDENT FINANCIAL ADVISER AND FINANCIAL COACH
MY WORK HISTORY
I have been a financial services professional for 32 years. My career started in 1989 with the then Scottish Mutual Assurance Society and three years later I moved over to Independent Financial Advice where I have stayed.
I am a qualified financial adviser and professionally trained financial coach.
My passion is helping people to feel financially secure and confident to plan for their future and live the life they choose today.
As a business owner, wife and Mum to three grown up sons, I use my wealth of work and life experience to help others. Having had to effectively ‘start over’ with a young family when my husband’s business struggled after the 2008 financial crash, I am all too aware of the emotional and practical challenges around money.
Today I love my work, seeing my sons grow and develop into young men, spending time with my husband and enjoying time outside in the fresh air. I have a mad springer spaniel and love long walks in the woods near our home and by the sea where we spend as much time as possible.
Otherwise, my nose will be in a book, I will be listening to music, practicing yoga and making the most of everyday.
CISI Diploma in Investment Advice (Financial Planning & Advice)
CISI Certificate in Paraplanning
Certificate in Mortgage Advice
Certified Financial Coach
Chartered Institute for Securities and Investments (CISI)