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Sarah Bately - Insurance Adviser
Sarah returned to the financial services industry in 2017 after leaving the banking sector in 2003. During that time she has worked in a multitude of industries, including retail, property management & construction.
In the last 5 years she has worked for a large financial services company, working in investment administration, and insurance. Sarah gained her first qualification towards becoming a financial adviser in 2018 and loves working with her clients to help them set up sound plans to ensure their financial futures.
Sarah is passionate about giving the right insurance advice to clients on an individual basis. She aligns this advice against the clients expectations and what is important to them.
Outside of the office Sarah enjoys gardening, baking and spending time with her partner and 5 daughters.
Her qualifications include:
- Registered Financial Advisor FSP 739751
- Life and Health Insurance Strand
- Core Strand
- Residential lending Strand
- Financial Advice Strand
- Investment Strand