After graduating with a Law degree in 2012, she began her career in financial services in 2013 and became a Financial Adviser in 2019. Her legal background, combined with more than a decade in the profession, has shaped a thoughtful, analytical approach to advice, while her style remains warm, clear and highly personal.

She advises professionals, business owners, company directors, senior corporate executives and families, with a particular passion for supporting female founders and women who want greater clarity and confidence around their personal wealth. Her areas of focus include retirement and investment planning, tax-efficient wealth structuring, inheritance tax and estate planning, intergenerational wealth, and later-life and long-term care planning.

Sara-Jane is proud to have been recognised as a VouchedFor Top Rated Adviser 2026.

Clients value her ability to make complex decisions feel straightforward, listen carefully and bring the different parts of their financial lives together into one clear, long-term strategy. Her aim is simple: for every client to feel informed, supported and confident that their financial future is in capable hands.

I operate from the following locations:

• Anstey Leicester
• Solihull

Advice regarding long term care planning may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.