Sasha Wakefield

Chartered Paraplanner

Sasha began her career in financial services in 2008 but found her true passion in paraplanning in 2019. In her role, she works closely with Ross behind the scenes, helping to establish our clients’ financial and personal ambitions through a personalised financial review.

Where our clients’ needs require a solution, such as an investment, pension, protection or Inheritance Tax planning, Sasha assists Ross in the research and recommendation.

Outside of work

Sasha loves nothing more than a stroll around the countryside with her husband Aaron and two miniature dachshunds, Ned and Sid.

The rest of the team…

Our attention to detail and experience will give you the confidence that you’re in safe hands.

Let’s chat…

Whether you have a question about our services, how we work, or anything else, our team is ready to talk.