Sarah Leitch

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

I believe financial advice should be personal, straightforward and built on trust. My priority is getting to know my clients, understanding what matters most to them and providing ongoing support as their needs change over time. Whether they're planning for retirement, protecting their family or growing their wealth, I aim to make financial planning simple, giving clients the confidence and reassurance to focus on what matters most to them.

Outside of work, I enjoy keeping active through cycling and the occasional triathlon, travelling, and spending time with friends. I also enjoy returning to Scotland regularly to visit family and catch up with clients there.