Sara Moore

With over 21 years of experience in financial services, Sara Moore is a Financial Consultant at Lumin Wealth, based in St Albans. Her career spans paraplanning, financial planning, and now client-facing advisory work, giving her a deep technical foundation and a strong understanding of long-term client needs. She is listed on the FCA Register and works from Lumin Wealth’s St Albans office (soon relocating to Beaconsfield Road).

Sara’s days begin with a gym session and a strong coffee—her ideal start before a busy schedule of client reviews and financial planning meetings. She arrives at the office early to prepare for the day, review outstanding work, and ensure her clients’ portfolios and retirement plans stay on track. She particularly enjoys reconnecting with long-standing clients and hearing how their retirement lifestyle plans—travel, new routines, and long-awaited goals—are coming to life. Meeting new clients later in the day gives her the chance to understand their aspirations and begin shaping the strategies that will support them.

What Sara values most in her role is the variety of every client journey. She is passionate about building trusted, long-term relationships that give clients peace of mind as they plan for the retirement they’ve worked hard to achieve. Helping them feel confident in their financial future—and seeing their plans materialise—is what makes her work so meaningful.

Outside of the office, Sara has a few surprises up her sleeve. She was born in the Lindo Wing at St Mary’s Hospital, famously the same place Prince William was born 11 years after her. She is also a devoted runner, having completed the London Marathon six times between 2006 and 2012. After years in “race retirement,” she has recently been convinced to return to the starting line, with another marathon planned for 2026. Evenings often end with a long walk with her lively Labrador, the perfect way to unwind after a full day supporting clients.

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