St. James's Place

Core #LoveBiz Community

Contact: Sara-Jane Weir

Telephone: 07710 122752

Website: www.throgmortonassociates.co.uk

I am a Financial Adviser specialising in working with professional women, business owners and senior leaders who have built meaningful assets and require structured, long-term financial planning.

My work focuses on bringing clarity to complex financial situations, particularly where individuals hold a combination of investments, pensions, property and business interests. While many clients have accumulated wealth over time, it is not always organised within a cohesive strategy.

I advise across investment planning, pensions, tax efficiency, retirement planning and inheritance planning, with an emphasis on how each area interacts rather than treating them in isolation. This includes planning around future income, managing tax exposure, structuring assets efficiently and considering longer-term family and legacy outcomes.

A core part of my approach is helping clients move from a collection of individual financial decisions to a more deliberate and structured plan. This is particularly relevant for those balancing business, career and family responsibilities, where financial decision-making often sits alongside wider demands.

The focus is on developing clear, well-structured financial plans that support both current priorities and long-term objectives, with ongoing advice reflecting changes in circumstances over time.