ADMINISTRATOR

Sarah works on our administration team and handles client trades, quarterly statements and ensures we maintain accurate financial records.

Prior to joining us in 2022, Sarah has built her 30-year career in financial services working in banking, life assurance and underwriting, most recently at a Lloyds of London Managing Agent.​

Sarah’s keen eye for detail means she is well equipped to handle daily account activity, prepare client reports and place investment trades.​

Sarah is a motorsport fan and enjoys historic and classic cars. When not in the driver’s seat she is renovating her Victorian home in the Dorset countryside.​