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 ...

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