
- Sarah joined the Tweed Wealth Management team in 2023 as a Trainee Paraplanner who is responsible for undertaking a wide range of financial analyses for multiple clients reflecting their individual circumstances to help achieve their financial goals and objectives.
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Qualifications & Professional Development
Sarah is working towards completing the CII Level 4 Diploma in Regulated Financial Planning with the long-term goal of becoming a Chartered Financial Planner. She has completed R01, R02, R03 and R05.
MSc in International Marketing, Heriot-Watt University Personal Interests
Outside of work, Sarah enjoys socialising with friends and family and keeping active by going to the gym, running and cycling.Discover your Wealth Personality
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
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Inverness
Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG
T: 01463 258058
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London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
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Email us: tweed.wealth@sjpp.co.uk