Sarah Prothero

client service adviser

Spofforths Financial Planning Limited

Telephone: 01903 743 856
Fax: 01903 744 508
E-mail: sarahprothero@spofforths.co.uk
Address: 18 Old Mill Square, Storrington, West Sussex, RH20 4NQ

Sarah's main role is to review our existing client portfolios to ensure that they remain in line with their objectives and approach to investment risk, taking into account their ongoing suitability and considering the changing economic environment. Sarah works alongside our Chartered Financial Planners and holds the Diploma in Financial Planning. She joined Spofforths in 2004 having previously worked in insurance companies in the financial planning industry for 12 years.

Principal Areas of Practice and Experience:

- Retirement Planning
- Investment portfolios
- Company and Individual Protection
- Inheritance tax planning