Sasha Wakefield

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.

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