- 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.
Qualifications & Professional DevelopmentSarah 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 InterestsOutside of work, Sarah enjoys socialising with friends and family and keeping active by going to the gym, running and cycling.
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