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0800 028 3142

Sara Whitbread

Independent equity release adviser DipPFS, CertSMP, Certs CII (MP & ER)
Sara Whitbread


I have been working within the financial services industry since the age of 16 and have been advising on mortgages for over 25 years. I was drawn to the equity release market in the last 10 years after seeing the great innovation that had taken place.

My north star

I am happy to help you in whatever way suits you best be that face to face or over telephone/zoom. I strive to provide a very friendly approachable high level of service and am fully supported by an amazing administration team based in our head office.


I am extremely proud of the continued positive feedback that I receive from my existing clients and this is backed up further by the level of personal recommendations that they make to me. I believe that my professional approach and honest advice is what gives them confidence in me.


I am married to my childhood friend and have 2 wonderful children. We enjoy our family holidays and family game nights. Away from work I enjoy walking and take up a monthly challenge to walk 100 miles and absolutely love horse riding when I have time!

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What our customers said about Sara

Sara Whitbread provided an excellent service. She enables us to find the perfect offer & the whole process was handled swiftly,... READ MORE
Mrs A - Hereford, Herefordshire
I cannot recommend Sara highly enough – dealt with her for the last 10 years. She is not only a fantastic person to partner... READ MORE
Mr and Mrs M - London
Sara has recently helped us with an equity release on my mum’s property. Not only was she professional & thorough, but... READ MORE
Mrs K - Brentwood, Essex