Sarah Windsor-Lewis
Wealth Planning Director
Sarah Windsor-Lewis is a Wealth Planning Director at Canaccord Wealth, specialising in personal financial planning, with a focus on pensions, retirement strategy and divorce financial advice. With over 20 years of experience, she advises individuals and families on complex financial planning needs, including expert witness services in matrimonial cases. Sarah holds a Masters degree from the University of Cambridge and is Fellow of the Chartered Insurance Institute (CII) and writes on wealth planning and inheritance matters.
Areas of expertise:
- Pensions and retirement planning
- Personal financial planning
- Matrimonial financial advice and expert witness services.
About Sarah
I have worked in financial services since completing my Master's degree at the University of Cambridge. Before joining Punter Southall in 2003, I spent 12 years running my own regional independent financial advisory firm, building long-standing relationships with clients and helping them navigate important financial decisions at every stage of life.
I joined Canaccord Wealth in 2022 through the acquisition of Punter Southall Wealth. My role is centred on helping individuals and families make informed financial decisions with confidence, particularly during periods of change or uncertainty. I enjoy working closely with clients to understand their goals and create tailored plans that support their long-term financial wellbeing.
I split my time between our Guildford and London offices and value building lasting relationships that help clients feel informed, reassured and in control of their financial future.
