Sarah Siddons Apfs Email and Phone Number
Based in Ilkley, I look after clients across the Wharfe Valley into North Yorkshire & within the Leeds and Harrogate areas. In October 2024, after a period of expansion, I joined my Practice with Bowcliffe Wealth Management to offer a broader level of services to my clients. My ultimate aim is to ensure that my clients have long-term financial security & are able to enjoy their retirement. I take a holistic, goals-based approach to financial planning by using an interactive cash flow modelling & planning tool which enables them to visualise their financial future, test different ‘What If’ scenarios & instantly understand the impact of key decisions on life events.If you are a professional or own your own business I will work with you to put the right financial plans in place to provide you with the clarity and confidence to make the right decisions to help maximise your financial security and peace of mind. If you have already taken your retirement benefits, I can help ensure you use your available assets to help maximise your wealth in the most tax efficient way possible.I also advise my clients on the most tax efficient means of passing assets to the next generation of their families & can help mitigate you against Inheritance Tax.I specialise in divorce planning for women, supporting them through the whole divorce process. A no obligation financial review can help you see where you are now, establish where you want to be & create a strategy to help you achieve the retirement you want to enjoy.Take a look at my website (www.bowcliffewm.co.uk/sarahsiddons) for client testimonials, or visit my profile via VouchedFor. I was a finalist in the category Female Entrepreneur of the Year at the Forward Ladies Summit & Awards 2022. In October 2021, I won Best Business Woman in Financial Services in the 2021 Best Business Women Awards.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent upon individual circumstances.Bowcliffe Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 31/10/2024
Bowcliffe Wealth Management Ltd
View- Website:
- bowcliffewm.co.uk
- Employees:
- 10
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Senior Adviser With Bowcliffe Wealth ManagementBowcliffe Wealth Management Ltd Oct 2024 - PresentIlkley, England, United KingdomAfter 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. -
Chartered Financial Planner & Principal Of Siddons & Co Financial PlanningSiddons & Co Financial Planning, Senior Partner Practice Of St. James'S Place Wealth Management Apr 2008 - Oct 2024Ilkley, United KingdomI 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
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Account DirectorMarketing Strategy 1994 - 2007Leeds & LondonAfter 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.
Sarah Siddons Apfs Education Details
Frequently Asked Questions about Sarah Siddons Apfs
What company does Sarah Siddons Apfs work for?
Sarah Siddons Apfs works for Bowcliffe Wealth Management Ltd
What is Sarah Siddons Apfs's role at the current company?
Sarah Siddons Apfs's current role is Award winning Chartered Financial Planner | Taking a goals-based approach to financial planning to help you live your best life..
What schools did Sarah Siddons Apfs attend?
Sarah Siddons Apfs attended University Of Warwick.
Who are Sarah Siddons Apfs's colleagues?
Sarah Siddons Apfs's colleagues are Aaron Gosal Dippfs, Vicki Stead, Adrian Brook, Scott Campbell, Becca Campbell, Ollie Hynd Mbe, Zoe Ramshaw.
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