Sarah Siddons Apfs Email & Phone Number

Ilkley, England, United Kingdom

After owning my own Practice, Siddons & Co Financial Planning in Ilkley for 16 years, and following a period of expansion, I have joined together with Bowcliffe Wealth Management to be able to offer a broader level of service to our clients. I am remaining at the practice as a Senior Adviser, based in the Ilkley offices.

Ilkley, United Kingdom

I started my financial planning Practice with St. James’s Place in 2008, but I have been a client of the organisation for nearly 20 years. As a client I was always impressed by the professionalism of my St. James’s Place adviser and the organisation and therefore had no hesitation in choosing to join the Partnership when I decided to build a wealth management practice of my own. I now run a Senior Partner Practice and am a Chartered Financial Planner; the ‘gold standard’ for advisers in the UK.I know that thinking about your finances and planning for the future can be very daunting. Too many of us work very hard without taking the time out to plan for a comfortable retirement. And if you’re a female, your private pension pot may be a lot smaller than that enjoyed by your male equivalent.Working mainly with professionals & business owners, I encourage my clients to take a goals-based approach to their financial planning & help them to plan for a comfortable retirement.I work with people throughout their life journey & focus on building lifelong relationships with them, helping them to transition comfortably from work to retirement and, helping them to secure the financial futures they want for themselves and their families. My advice equips them with the knowledge about what they can be doing now to create a tax efficient legacy for the next generation of their family.I offer specialist expertise in Investment Planning, Inheritance Tax Planning, Retirement Planning and Protection. Each individual's circumstances are unique so I take my time to fully understand my client's needs, goals & objectives, carefully reviewing their current position and developing a working plan to meet those requirements for the short, medium & long term.2022: Finalist Female Entrepreneur of the Year | Forward Ladies Summit & Awards2021: Best Businesswoman in Financial Services | Best Businesswomen Awards2020: Professional Services Business of the Year | Ilkley Business Awards

Leeds & London

After graduating from university I spent 14 years working in the marketing industry helping companies to increase their profitability by thinking more strategicaly about how they presented themselves to their customers & potential customers. In 2007 I decided to retrain to focus on advising individuals rather than corporate entities and in 2008 I joined the St. James's Place Academy. I have found my previous experience in client service invaluable as I have built my own successful wealth management practice with St. James's Place.