Director
Current
Aug 2023 - Present
AeroLeads people directory · profile
Sarah Grimley Email & Phone Number
Financial Planning Professional | Strategic Thinker | Optimist
at
Totality Wealth
1 work email found
@tilney.co.uk
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Professional | Strategic Thinker | Optimist
Location
Henley-In-Arden, England, United Kingdom
Who is Sarah Grimley? Overview
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Quick answer
Sarah Grimley is listed as Financial Planning Professional | Strategic Thinker | Optimist at Totality Wealth, based in Henley-In-Arden, England, United Kingdom. AeroLeads shows a work email signal at tilney.co.uk and a matched LinkedIn profile for Sarah Grimley.
Sarah Grimley previously worked as Director at Totality Wealth and Financial Planner, Director at Evelyn Partners.
Company email context
Email format at Totality Wealth
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{first}.{last}@tilney.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Sarah Grimley. Compare company email patterns before reaching out.
Profile bio
About Sarah Grimley
At Totality Wealth we’re firm believers that you should enjoy life sooner rather than later... and having a plan is the first step.Financial planning can often be complicated, and I am passionate about getting things done, doing things right and helping make complex situations and solutions as simple as possible. Easing the burden of financial decisions and helping you maintain discipline to achieve financial peace of mindSO IF YOU ARE...► Looking to simplify your life and be financially well organised► Have the reassurance of an evidence based successful investment experience► Work out your business exit strategy and retire with a secure, substantial nest egg► Seeking help to structure your finances for the long-term security of your family► Keen to work with professionals who know their business – and who really care about yoursThe we should talk…► Message me via LinkedIn ► Call 07971 496492► Email me sarah@totalitywealth.com
Listed skills include Financial Services, Practice Management, Financial Planning, Wealth Management, and 6 others.
Current workplace
Sarah Grimley's current company
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7 roles
Sarah Grimley work experience
A career timeline built from the work history available for this profile.
Financial Planner, Director
Jun 2022 - Jan 2023
Financial Planner - Director
Sep 2020 - Jun 2022
Practice Manager
Apr 2019 - Sep 2020
Practice Manager
Index Wealth Management
If you're a business owner, professional or senior executive, it's likely time is one luxury you DON'T have.Add to that the pressure of securing your own and family's financial future and you can see why so many high achievers are stressed.WHO WE HELPIf any of the above is true for you and you're seeking expert advice professionally delivered, then we're likely to be the right fit, especially if...► Your annual income exceeds £100k, or you've £1+ million in investable… Show more If you're a business owner, professional or senior executive, it's likely time is one luxury you DON'T have.Add to that the pressure of securing your own and family's financial future and you can see why so many high achievers are stressed.WHO WE HELPIf any of the above is true for you and you're seeking expert advice professionally delivered, then we're likely to be the right fit, especially if...► Your annual income exceeds £100k, or you've £1+ million in investable assets► You’re selling, or would like to sell, your business interests within the next five years► Your goals in life are clear, and you want help to create the financial success to live them!If so, we could be right for you. We understand you want to feel both excited and reassured about your financial future, so you can focus on what's really important to you.HOW WE HELP ENSURE YOU'RE ON TRACK► Clients choose us because our service is totally tailored to you► You access the best lifetime advice► We start with a discovery meeting, followed by a tried and tested research, planning and review process.PROOF WE HELP► Ask to speak to our clients who quit work in their 50s with our help► A couple who gifted large sums to their daughters with no impact on their own lifestyles► Numerous testimonials from clients who've seen their financial benefits accrue.YOUR NEXT STEPIf your financial future has been on your mind recently, you should talk to us. ► Message me via LinkedIn► Apply for your free discovery meeting SPECIALTIES: Investment Planning, Retirement Planning, Pension Planning, Chartered Financial Planners, Wealth Manager, Financial Adviser, IFA, Independent Financial Adviser, Passive Investors, Index Funds Show less
Jan 2008 - Mar 2019
Practice Manager
Exclusive Asset Management
Mar 2005 - Dec 2007
Paraplanner
Weston Financial Group
Jul 1999 - Mar 2005
FAQ
Frequently asked questions about Sarah Grimley
Quick answers generated from the profile data available on this page.
What company does Sarah Grimley work for?
Sarah Grimley works for Totality Wealth.
What is Sarah Grimley's role at Totality Wealth?
Sarah Grimley is listed as Financial Planning Professional | Strategic Thinker | Optimist at Totality Wealth.
What is Sarah Grimley's email address?
AeroLeads has found 1 work email signal at @tilney.co.uk for Sarah Grimley at Totality Wealth.
Where is Sarah Grimley based?
Sarah Grimley is based in Henley-In-Arden, England, United Kingdom while working with Totality Wealth.
What companies has Sarah Grimley worked for?
Sarah Grimley has worked for Totality Wealth, Evelyn Partners, Tilney Group, Index Wealth Management, and Exclusive Asset Management.
How can I contact Sarah Grimley?
You can use AeroLeads to view verified contact signals for Sarah Grimley at Totality Wealth, including work email, phone, and LinkedIn data when available.
What skills is Sarah Grimley known for?
Sarah Grimley is listed with skills including Financial Services, Practice Management, Financial Planning, Wealth Management, Compliance, Pension Specialist, Passive Investment, and Paraplanner.
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