Sarah Gregg

Relationship Manager

01249 591528

Wiltshire Office


Sarah has worked in Financial Services for over 11 years. After niching in wealth management for dental practice owners, Sarah is keen to use her process and product knowledge to help other individuals and small business owners get the life they’d love. She is passionate about getting things right first time and is on a personal mission to make everything run smoothly for clients and colleagues.

What matters most

What matters most to Sarah about working for Hartsfield?

Above all else, Hartsfield really care about people. We may be financial planners but the most important thing is to help our clients make their money work for them. We’re all about client-friendly support and jargon-free planning to help clients on their journey to financial freedom.

What matters most to Sarah about her specific role?

I love being able to provide the best service for our clients and make things run as smoothly as possible. Our clients are at the heart of what we do, so if they are happy then so am I! I am particularly passionate about getting things right the first time.”

What matters most to Sarah outside of work?

I love to go to the gym and once competed in a bodybuilding competition. I recently took up mountain biking and am an expert at falling off! I’m happiest spending time with family and friends, being outside and exploring new places and experiences; next up is paddle boarding.

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office