Sara Moore — Independent Financial Adviser in St Albans
About Sara Moore
Sara joined Lumin in February 2022 as part of the Enhance Wealth Management acquisition. Sara has over 20 years' industry experience. She focuses on providing a professional, caring, and holistic approach to help clients meet their objectives. Sara has a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently working towards her Advanced Diploma and Chartered status.
Services
- Retirement planning
- IHT planning
Specialisations
- Pension Planning
- Retirement Planning
- Tax Planning
- Investment Management
Regulation
Sara Moore is FCA-verified.
Frequently Asked Questions
Is Sara Moore an FCA-regulated financial adviser?
Yes. Sara Moore is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Sara Moore offer?
Sara Moore offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Sara Moore?
Fees vary depending on the service, the complexity of your situation and the assets involved. Sara Moore will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Sara Moore is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Sara Moore?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Sara Moore directly through the contact form.
Does Sara Moore work with clients outside St Albans?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Sara Moore is based in St Albans but you can confirm preferred meeting locations and video options when you book your initial call.