Sarah supports the Investment Advisers and has over 10 years’ experience in finance. Her main role is the day-to-day administration of client accounts. Sarah also administers the on-boarding of clients as well as the ongoing review of existing clients, having specific expertise in understanding complex corporate and trust structures. Sarah’s role also covers arranging client events, office management duties and is our first point of contact for all visitors.

Sarah holds the International Certificate in Wealth and Investment Management.