A new financial adviser has been appointed by Dodd Wealthcare – but she will be a familiar face at the firm.
Sarah Jackson joined the firm in 2017 as a planning assistant and while working, she also studied to become an adviser, supported by Dodd’s wealthcare director Nathan Glaister.
She has now completed her level four diploma in regulated financial planning.
Sarah joined Dodds after travelling. She said: “I initially started out at a different firm and hadn’t considered any qualifications on offer in my role. It wasn’t until I went travelling, after meeting various people who had already hugely challenged themselves, speaking multiple languages and reaching other milestone achievements in their careers, that I realised I wanted to push and challenge myself more and to move out of my comfort zone.
“I decided that I wanted to progress from a paraplanning role into a more client facing role. I started my qualifications shortly after with Dodd Wealthcare. My advice to anybody looking to start a qualification in their profession, would be to never stop challenging yourself. If you are thinking about it, just do it – you won’t regret it!”
Nathan, who is also a partner at Dodd & Co, added: “Sarah worked incredibly hard throughout her studies, alongside working full time, to get to where she wanted to be. Her dedication is testament to her commitment to provide excellent client care. We are so proud of what Sarah has achieved.”
