Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

‘Speaking to someone far removed from your own experience can be intimidating’

Isabel Baxter
clock • 4 min read

In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Sherlock Financial Planning’s Sarah Sherlock...

Before going into financial advice, Sarah Sherlock was running a manufacturing business that gave her an income but did not give her the long-term security she needed.  "I used to manufacture acrylic blanks for craft businesses," Sherlock told Professional Adviser. "Essentially I used to laser cut bits of plastic for other business to them personalise and sell on - things like gift tags and baubles etc." She said: "Like many self-employed people starting out, I didn't have a pension and had no idea about ISAs or long-term planning. "When I was pregnant with my first child, I got a ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Continuum hires experienced SIPP specialist adviser

People Moves: Continuum hires experienced SIPP specialist adviser

Joins Bristol-based advice team

Professional Adviser
clock 12 November 2026 • 1 min read
Andrew Mountbatten-Windsor summoned to give evidence in adviser fraud trial

Andrew Mountbatten-Windsor summoned to give evidence in adviser fraud trial

To appear in court in December

Isabel Baxter
clock 04 November 2026 • 2 min read
Plannr names Guy Tolhurst as CEO

Plannr names Guy Tolhurst as CEO

Follows 18 months working with leadership team

Sophia Panayi
clock 02 November 2026 • 2 min read