Sarita helps private clients and their families with complex financial planning requirements. She prides herself on providing each client with a personalised experience, working hard to build deep and long-standing relationships.
She specialises in inheritance tax, intergenerational wealth planning and retirement planning. Sarita is also starting to take on Court of Protection clients.
Since starting her financial services career in 2004, Sarita has progressed from being a cashier for a high street bank to becoming a qualified financial planner. She joined Brewin Dolphin’s Birmingham office in 2021 and is a Chartered Financial Planner through the Chartered Insurance Institute.