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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’re interested in preparing for tax year end, or just want advice on making your money go further.
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

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.

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.