Leabourne Financial Advice Ltd
Uniquely positioned to give you advice that is personal, independent and accessible.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Long Term Care
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Last authorised 25th May 2020
Meet our advisers
Sarah Pohlinger DipPFS
Director
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
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This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF6 - Certificate in Mortgage Advice (CII)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF8 - Certificate in Long-Term Care Insurance (CII)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
What our clients say
Thank you for your very helpful advice when I consulted you recently. You were very professional, and kept the consultation focused and specific to the matter about which I'd approached you. Your interest was in what I needed and what was best for me. I found you to be knowledgeable, ethical and trustworthy and I would certainly recommend you to anyone looking for financial advice.
Simon Ashley, Broom
We just wanted to thank you for all the time and attention that you have given us looking in to an income protection plan and both our pensions. Your knowledge and expertise have been invaluable to us. Thanks to your advice we are now on track to be able to retire in our early sixties. We will continue to recommend your services to friends and family.
Amanda Green, Hoddesdon
Being the owner of a financial services company myself, I am better placed than most to comment on the abilities and professionalism of associates I pass my clients on to.
Knowing her financial pedigree and having recently sat in on a client meeting in which she assisted in providing first class care fees guidance, I can confidently recommend Sarah Pohlinger to any of my clients requiring such specialist advice. Sarah is able to convey complex financial issues in a refreshingly straightforward manner and has the requisite intellect and qualifications to back up her recommendations.
David West, Ware
After getting some financial advice from Sarah I decided to sign up with her for a longer term arrangement. This was an excellent decision because not only did she have an eye on my finances but she also helped me navigate the impenetrable world of pensions and savings.
She helped me set goals and she talked in a language I understood. Working with Sarah has been well worth the money and I'd recommend her without hesitation.
Corine Hines, Bristol
It is my pleasure to recommend Sarah, indeed i have already done so to a number of friends and colleagues. It is not just her independence from fund management or insurance companies that makes her service so appealing. She has excellent knowledge and the ability to explain options clearly. I can honestly say that I understood most of what she was saying, and her advice has completely turned around my finances. As a result I now have greater clarity, and feel much more financially secure in my future.
Dr Gerry McCabe, Hertford
I just wanted to say a huge thank you for sorting out my ISA's. You asked lots of questions to find out what my priorities were over the next few years and what level of risk I was happy with and I felt comfortable that you knew what was right for me. You came back promptly with a list of funds that matched my needs and I'm very happy with your advice.
You have an enormous wealth of experience from all that time working in the city and that really sets you apart from other financial advisers that I have dealt with before. I have no hesitation in recommending you to anyone needing expert financial advice.
Nigel Adams, Welwyn Garden City
About us
Leabourne Financial Advice was set up by Sarah Pohlinger in 2012. Leabourne provides one to one pension and investment support.
The company is independent and focuses on giving clients truly personal and accessible advice. The fee structure, is transparent and the fee you will be charged will be agreed before any work is undertaken.
Prior to setting up Leabourne Financial Advice, Sarah spent 25 years as an investment manager, investing in share markets, managing pension funds and unit trusts. This experience has given her a real depth of knowledge that few other independent adviser can offer.
We can advise on:
Savings and Investment Planning and Advice
Retirement Choices - How and When to Take Your Pensions
Pension Savings, Forecasts and Advice
Pension consolidation
Full Financial Plans
Care Fees Planning
Our services
We value our clients.
We provide advice that is clear, and straightforward. We take time to explain our advice and recommendations.
We make sure that we keep you in touch with how our work is progressing so you know exactly what to expect and when to expect it.
We specialise in pensions and investment advice.
Where to find us
Head office address: 135 Ware Road, Hertford, SG13 7EG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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Online (Live chat, video, email)
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Face to face
