Cassandra Sorby-Adams

I have over 15 years of experience in financial advice. I provide holistic advice, with a focus on protecting and building wealth for the future. Thus Wagtail Wealth’s tag line ‘Here today for your your tomorrow’

I have broken the back of the old fashioned adviser. I honestly love what I do, setting clients on the right path. Even when those difficult conversations need to be had.

I have loved Willy Wagtails since I was a young child. The clever little black and white birds with a cheeky nature. Bold, courageous and protective, all characteristics I bring to my advice process.