• Fellow of the Personal Finance Society
  • Advanced Diploma in Financial Planning

Chartered Financial Planner – Black

Sasha Wakefield

Paraplanner & Chartered Financial Planner

Contact Sasha



In the office

Sasha began her career in Financial Services in 2008 but discovered her true passion was in paraplanning in 2019.

Her current role means she works closely with the Financial Planners, meeting clients face to face to establish their financial and personal ambitions before creating a Lifestyle Financial Plan using cashflow modelling.

Where an individual’s needs require a product solution, such as investment, protection or Inheritance Tax planning, Sasha assists in the research and recommendation.


At home

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

In the


On an ideal weekend, you can find me:

Walking my two miniature dachshunds to find a local country pub for lunch

My favourite holiday destination is:


My favourite song to play in the car is:

Anything, I love all music!

The first album I bought was:


If I could turn any activity into an Olympic sport, I would win a medal in:

Drinking tea…my family are from Somerset and so a pot of tea is made at least hourly!

When the dessert menu arrives, I’m looking for:

Cheese board – all day every day

The three qualities that draw me to new people are:

Humour, Empathy, Honesty

My pet peeve is:

Middle lane drivers

The best gift I’ve ever received is:

A sentimental family photo

The three people at my dream dinner party would be:

Freddie Mercury, David Attenborough and Louis Theroux

The three small things that make my day better are:

Drinking good coffee, Lighting candles, Music on in the house

Three things I haven’t done so far include:

Go-karting, Tried sushi, Surfing