Sara Gray
DipFA
I worked for Barclays Bank for over 20 years and rose to the position of Senior Financial Planning Manager. In 2011 Barclays made the decision to no longer offer regulated financial advice. After considering numerous offers, I chose to become a Partner Practice with St. James's Place, an award-winning industry leading company which has grown through the loyalty and advocacy of its client base. I believe this was the best decision for peace of mind for my clients and myself and my family.
About
My philosophy focuses on working closely with my clients and helping them make the most of their money to realise their financial goals.
Based on core values of excellence of service and above all integrity, I provide wealth management solutions that meet my clients' needs both now and in the future. Our clients can feel confident that any advice they receive is up to date, well informed and fully conversant with current tax legislation, market trends and industry standards.
I am also lucky enough to have a great team behind me who are dedicated to working with our clients, and they are all experts in their own field.
Outside of work I enjoy spending time with my teenage son George and socialising with friends and family. I also like to travel to Spain for holidays.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
