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Sarah Windsor-Lewis

Photo of Sarah Windsor-Lewis

Principal, Financial Planning

Sarah has been working in financial services since completing her Master's at Cambridge University, and spent 12 years running her own regional IFA firm before joining the Punter Southall Group in 2003. She then joined Canaccord Genuity Wealth Management in 2022 as part of the acquisition of Punter Southall Wealth. An expert in all aspects of personal financial planning, Sarah has particular skill in pensions, retirement strategy and matrimonial matters – a complex area for which she offers independent expert witness advice. She splits her time between the Guildford and London offices, and is a Fellow of the Chartered Institute. 

Location: Guildford


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.