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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 about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

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

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.

Location

Sarah's location

Farnham
Surrey
United Kingdom

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

More about me

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.

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.