Perspective Financial Group Limited
Sara joined Perspective in 2013 after graduating University, she joined us our Income Reconciliation Team and held a number of different roles within Perspective. Sara later moved to Group Data Analyst in 2017 and became Data Analysis Manager in 2021.
Her role involves managing and supporting her growing team to provide detailed analysis of the group income for the directorate, supporting and developing the move to Intellflo Office and M&A Data Migration and onboarding support. Sara is currently working towards her ACCA Foundation in Accountancy to build and expand her skills and knowledge.
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Perspective Financial Group Limited
Perspective Financial Group are a national team of independent financial advisers & wealth managers who deliver a truly flexible and tailored service.