Skip to main content
Search

Sarah Strang Steel

Financial Planner DipPFS MA MBA 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

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
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 of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

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

*Source: HMRC 

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.

Karen

Thorough, knowledgeable and pleasant interactions.

Michael

Sarah has been a huge help to me. We now have a well structured share portfolio in which to place investment funds.

Rachel

Sarah had spent time preparing for our meeting and was very approachable and informative. She sent follow up information promptly. I really valued her input.

Marina

I am very grateful for the clear and supportive advice received from Sarah.

She took the time to understand my situation and provided some helpful guidance on my retirement plans, potential holiday property, and investment options. She also explained income protection and pension guarantees in the way that was easy to understand.

I would highly recommend her services.

Liz

Sarah was very professional and competent, and made me feel at ease. Explained things very clearly.

Location

Sarah's location

Farnham
Surrey
United Kingdom

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

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.