Sarah Hope

Independent Financial Adviser 2 Shepherd Drive, Willesborough, Ashford, Kent, TN24 0UJ
FCA verified
19th August 2019
We can advise you on
    • Pension drawdown
    • Pensions review
    • Building your home
    • Buy to let
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
Meet our advisers
adviser-person
Sarah Hope
Financial Adviser
Where to find us

2 Shepherd Drive, Willesborough, Ashford, Kent, TN24 0UJ

About us

I have a strong foundation in financial services, having spent 20 years working in the financial services industry. In recent years I worked as an Area Manager with a major financial institution. I am a member of Finance Planning Independent who support me in my role as a professional Adviser, ensuring my knowledge and qualifications are maintained to a high standard. I am able to provide advice covering
Inheritance Tax Planning, Lump Sum Investments, Pensions, Life Protection, Critical Illness and Income Protection, as well as being able to advise on first and second charge mortgages from a comprehensive range of lenders.

Our services

I am experienced in providing support for a range of clients, recognising that your needs
are specific and of paramount importance to you as an individual. My aim is to understand you – your situation, your goals and your ambitions. I will listen and work with you to find an appropriate financial solution for your needs. I am patient, approachable and able to explain the impact of current legislation on your personal estate.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

The value of investments and income can go down. You may not get back the original amount invested.

Tax and Estate Planning are not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of and reliefs from taxation are subject to change.

I do not offer deals that you can obtain by going direct to the a lender. A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

A pension is a long term investment and the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Finance Planning Independent is a trading style of Finance Planning Wealth Management Ltd, which is an Appointed Representative of TenetConnect Ltd.

Finance Planning Wealth Management Limited is a company registered in England and Wales, registration number 9335256. Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX. Tel No:

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