About me
Hello, I’m Sarah Wake — I work with financial advisers across the UK, taking care of their admin tasks. With 19 years of administration experience in the financial services industry, I know the importance of precision, confidentiality, and efficiency. in all aspects of support
Over nearly two decades, I have developed a reputation for reliability, organisation, and clear communication. I pride myself on delivering work that is accurate, professional, and delivered with diligence and attention to detail. My role is to remove the burden of admin, giving advisers the freedom to concentrate on what they do best — building client relationships and growing their business.
I specialise in supporting advisers in two key areas:
- Employee benefits advisers — assisting with client arrangements including Group Personal Pensions, Group Life, and Group Income Protection schemes. These services require careful attention to detail and a thorough understanding of processes and the way the arrangements work, and I ensure that everything is handled smoothly and professionally.
- Private client advisers — preparing polished, professional meeting packs so advisers are fully prepared for client meetings. I make sure documentation is accurate, well‑presented, and ready on time, helping advisers deliver a seamless client experience.
I believe outsourcing admin should feel effortless. Providing experienced, dependable support for financial advisers, I manage your admin tasks efficiently, allowing you to reclaim time for what matters most to you.
Thank you for visiting my website. If you feel I can add value to your business, please get in touch.
