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Sarah Hope

Advising Partner

I have a strong foundation in financial services, having spent over 25 years working in the financial services industry. I am a member of Sandringham Financial Partners who support me in my role as an Independent Financial Adviser, ensuring my knowledge and qualifications are maintained to a high standard.

I am experienced in providing support for a range of clients, recognising that your needs are specific and of paramount importance to you as an individual. My aim is to understand you – your situation, your goals and your ambitions. I will listen and work with you to find an appropriate financial solution for your needs. I am patient, approachable and able to explain the impact of current legislation on your personal estate.

I am a specialist in Inheritance Tax Planning, Lump Sum Investments, Pensions, Life Protection, Critical Illness and Income Protection, as well as being able to advise on first charge mortgages from a comprehensive range of lenders. I will work with you to explore your options, then plan to how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you
reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

I offer home visits in Kent, Sussex, Essex, Surrey and surrounding areas.

Areas of expertise

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day. I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Getting a mortgage can be one of the biggest financial decisions you will ever have to make, they can come in many shapes and sizes and can be complicated, so it’s crucial to get this right. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home. I will work with a range of carefully selected lenders to get you the mortgage which suits you best and ensure the whole process runs smoothly.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum. I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
Picture of Sarah Hope
  • Ashford
  • Kent
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