Sally has more than 40 years of experience in financial services, having worked for both large financial institutions and small, family-run advice firms.
In her role, she conducts detailed research on financial products, including pensions and investments, to support advisers in making suitable recommendations for clients. She also prepares reports and all the necessary paperwork to present at the time of recommendation.
Occasionally, Sally interacts directly with clients, providing additional guidance and support whenever needed.
Sally has been happily married to Shaun for 40 years. After a long break from motorbikes, they’ve treated themselves to a new one and love taking it out for rides around the local countryside together.
At home, she’s outnumbered by three cats, aged 5 to 17, who are very much her babies now that her own children have grown up and set up their own homes!
Spending time with family or visiting the cinema.
Menorca – a lovely, quiet island where we’ve enjoyed some great family holidays.
Anything by the Stereophonics.
So long ago I can’t remember, but I know I had a Donny Osmond album – Portrait of Donny.
Jessica Fletcher.
Watching true crime – ha ha!
Panna cotta or banoffee pie.
Friendliness, cheerfulness and kindness.
Bad manners.
My children.
Fernando Alonso, Ryan Reynolds and Kate Middleton.
Coffee, cats and naps.
Gone on a motorbike as a rider rather than a passenger, seen the Northern Lights and been to a live F1 race.
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Book an appointmentOakfield Lee Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Registered in England and Wales, company number 13216847. Registered address: Unit 7, Shurnhold Farm Business Park, Melksham, Wiltshire, SN12 8DF.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.
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