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Sarah Iqbal APFS

Chartered Financial Planner

Sarah joined Perspective as part of the Springfield acquisition. She has over ten years’ experience in the financial services industry. She holds Chartered Financial Planner status and provides advice on a wide range of areas, including pensions and investment planning.

Sarah holds a Bachelor of Arts (BA) degree in Accountancy & Finance and went on to complete her ACCA chartered qualifications. Following a brief career in accountancy, Sarah entered the financial services profession in 2012, specialising in protection at a national bank. Here, Sarah completed her Diploma level qualifications in Regulated Financial Planning, before starting a role as a Trainee Adviser at a boutique financial advice firm in Rotherham.

In the last few years, Sarah has completed her Advance Diploma qualifications, allowing her to achieve Chartered Financial Planner status.

Sarah advises on many areas, including savings and investments, retirement options, pensions and estate planning.

Outside of work, Sarah has many interests, mainly hiking. Sarah recently succeeded in summiting the world’s highest freestanding mountain, Kilimanjaro!

Based

Preston Office

Springfield House
Navigation Way
Preston
Lancashire
PR2 2YP

Telephone: 01772729742