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You want a personal service provided by someone who has your back and will fight your corner.

Our team:

Likes:

Watching sport, Leeds Utd, spending time with my daughter Jessica and husband David, fresh air and the countryside, health optimisation.

Louise Sagar

Louise Sagar

Director

Louise has worked in financial services for almost 20 years.

 

She has worked in a variety of roles during that time, and at a variety of different firms; the past 14 years have been with traditional, independent financial advisory firms. This experience has allowed her to build a wealth of knowledge to deliver sound advice to her clients.

 

Louise specialises in primarily helping two types of people; those who are going through divorce and those who are approaching or at retirement. She builds personalised plans to allow her clients to gain better control and understanding of their financial future.

She is dedicated to professional development and is both a Chartered Financial Planner and Certified Financial Planner, which puts her amongst the UK’s most qualified financial professionals.

 

Outside of work, Louise enjoys spending time with her family and is a big sports fan. She can often be found at Elland Road supporting Leeds United or attending other sporting events watching great athletes compete at the elite level.  

Qualifications:

Fellow of the Personal Finance Society, Chartered Financial Planner, Certified Financial Planner

Dislikes:

The smell of bacon cooking, fast food, horror films.

Our Accreditations:

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Certified Financial Planner ™

Chartered Financial Planner

This is the highest-regarded and most globally-recognised qualification in financial planning that demonstrates the greatest understanding of financial planning.

The most advanced qualification in financial planning from the Chartered Insurance Institute that exemplifies trust and credibility.

What our clients say about us:

"Louise has taken the time to find out more about us personally, so that it is not solely a cold financial decision being made, but blended with our specific circumstances and outlook.

 

In our case, we have always favoured investment with strong ethical credentials, and Louise has been very respectful of that approach that had been viewed as non-mainstream for some time, yet proven to yield healthy outcomes for us during more volatile periods."

"Louise has helped us manage our portfolio prudently through highs and lows in the market, with regular reviews, making recommendations for changes when necessary, but leaving well alone when all is going well, knowing our personal situation well, and and overall providing us with confidence that Louise is genuinely focussed on delivering what is in our best interests."

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Chat with us:

Hi, I'm Louise.

I am a Chartered Financial Planner with nearly twenty years of experience in financial planning. 

I specialise in helping people going through big changes in life, just like you.

Louise Sagar