Our Team

Sarah Williams

Dip PFS CeFA CeMAP

Associate Director

Independent Financial Adviser

Sarah has worked for a global financial institution for the last 22 years, providing quality financial advice to personal, commercial, and private client customers.

Sarah feels that building strong, long term relationships is key to understanding her client's individual financial planning requirements. Sarah specialises in inheritance tax planning and investment portfolio planning, particularly in the field of Court of Protection and Charitable Legacies, working closely with Trustees, Solicitors and Charities.

Sarah provides comprehensive quality advice and service to her clients from the “whole of the market”. On-going review of client’s  investment portfolios and regular contact is key to building successful long term relationships. “Individual needs change over time as does the financial landscape , which so often affect the decisions that we make. My clients have the peace of mind that I am only a phone call away”

An initial consultation is free of charge. Please feel free to contact me on either my mobile 07900 676369 or via e-mail at sarah@nestifp.co.uk