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Sarah James grew up in a village just outside of Penzance, where she still lives with her 2 children, husband Rob and cocker spaniel - Brodie. A local lady, Sarah understands that Cornwall is a very special place. Its people, its geography, its pace of life is unique, and feels very privileged to have grown up here and to now be raising her own children in our beautiful county.
Following her graduation from the University of Plymouth in 2002 Sarah started working for a major High Street Bank – Abbey National. This where she began her training in the world of financial advice. Sarah found during this time that her real love was in getting to know her customers on a personal basis – supporting them and their families and helping them achieve their goals and aspirations. In 2008 she moved to another high street bank and for the past 13 years she has been developing those relationships, managing a large client portfolio with complicated financial needs.
Now after nearly 20 years of working closely with clients within the Banking sector, Sarah is offering that personal service to support clients independently with their financial, mortgage and equity release needs.
Why choose SJ Financial Solutions
Sarah James Financial Solutions offers a bespoke advice service from the of whole of market, offering independent financial, mortgage and equity release advice services - Working closely with investment and pension providers, lenders and protection companies to offer a positive personalised service tailored to every clients individual circumstances. Sarah works with her clients to fully understand their personal and financial circumstances and provides advice, support and guidance through every step of the process, whatever that may be, from Pensions to Mortgages, from application to completion and beyond. Organising financial arrangements can be a daunting prospect, and SJ Financial Solutions aims to make the experience as stress free as possible. Sarah prides herself on her friendly and professional service, and is always available on the phone for a chat!