Sarah Windsor-Lewis
Wealth Planning Director
About Sarah
I have been working in financial services since completing my Master's at Cambridge University. I spent 12 years running my own regional IFA firm before joining the Punter Southall Group in 2003. I then joined Canaccord Genuity Wealth Management in 2022 as part of the acquisition of Punter Southall Wealth. As an expert in all aspects of personal financial planning, I have particular expertise in pensions, retirement strategy, and matrimonial matters – a complex area for which I offer independent expert witness advice. I split my time between the Guildford and London offices, and I am a Fellow of the Chartered Institute.