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Sarah Strang Steel

Financial Planning Consultant DipPFS in Farnham

A little bit about Sarah

I specialise in helping professional women, families and business owners navigate their financial journey, by cutting through the jargon and offering practical, tailored advice.

Together with my clients, we build a personalised wealth plan to support financial wellbeing at every stage of life. My mission is to transform confusion into clarity by making finance accessible, and empowering my clients with the financial knowledge they need to make informed decisions about their wealth.

Taking financial advice gives my clients a sense of well-being and confidence, knowing that they are supported and in control of their future.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

More about me

Meet Sarah

After 17-years of growing global beauty brands, becoming Managing Director of a food company, and now mum to three children, I am drawing on this life experience, but pivoting my focus to a vocation that directly benefits and adds value to the lives of individuals. I am passionate about Financial Planning and believe it to be one of the most important things we can put in place for ourselves and for our loved ones.

The services I offer include:

  • Personal Taxation
  • Savings & Investments
  • Pensions & Retirement
  • Personal & Business Protection
  • Inheritance Tax & Estate Planning
  • Holistic planning
  • Cashflow Modelling

Outside of work, I enjoy spending time with my family, cooking, travelling to the sunshine, and playing tennis. I have a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and am registered with the Financial Conduct Authority.

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Testimonials

Tara

Sarah is very easy to talk to. She took time to understand my personal situation and what I want for the future. She is very knowledgeable and professional. I highly recommend her services. Thank you for everything Sarah.

Jessica

Sarah is very knowledgeable and had some great advice to share which really helped me feel prepared to start the process of getting my finances in order.

Naomi

What were the circumstances that caused you to initially look for an adviser?
I wanted to be able to have clarity around managing my finances, including investments. I also needed to set up a pension.

How has Sarah helped you?
Sarah has helped me to understand and set up a pension, understand my investments and plan for the future.

Have you seen the outcome you were hoping for?
Yes. I have much more clarity around my finances now and feel much calmer and in control.

Sam

I’m very happy with the advice received, the time taken and the manner in which that advice was delivered.

What were the circumstances that caused you to initially look for an adviser?
A combination of optimising tax returns, taking advantage of allowances along with optimising of an investment portfolio strategy with new proceeds.

How has Sarah helped you?
Sarah was very helpful in both identifying tax allowance that had not been taken advantage of and for helping set up a new investment portfolio and strategy with new proceeds to optimize returns.

Have you seen the outcome you were hoping for?
It is early days but the money is being put to use and the returns have so far been in line or above expectations.

Location

Sarah's location

Farnham
Surrey
United Kingdom

Sarah is located in Farnham and offers expert financial advice to suit your needs.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 05 November 2025.