Sarah is a Chartered and Certified Financial Planner and a Fellow of the Personal Finance Society with over 12 years’ experience of working with Private Clients on their personal and family affairs. She is a Board member of the Personal Finance Society, a member of the Insurance Institute of London Council and also a member of the Insurance Institute of London – Financial Services Committee.
She joins from Killik and Co. where she built and maintained the firm’s Financial Planning business from zero revenue to a successful business with over 10 planners, and was responsible for the integration of Financial Planning with the Investment Management business. Sarah brings a wealth of experience in planning for individuals, development of a ‘Private Client’ business, and work with the legal market. Prior to joining Killik in 2009, Sarah ran her own consultancy and worked at Walker Crips and PIFC.
Ian Pickford, UK Head of Financial Planning at Mazars commented: “We are delighted to welcome Sarah to our team. Her appointment reflects the firm’s commitment to grow and develop our Financial Planning and Private Client business in one of our key geographical markets and the wider business. Her experience will add value to the services we already deliver for our clients.”
Sarah says: “I am really looking forward to working with Mazars, a leading name in the market. I am excited by the opportunity to work with the ambitious Financial Planning team and further build upon the firm’s growing reputation in the Entrepreneurial Business and Private Client (EBPC) area.”
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Mazars is an international, integrated and independent organisation, specialising in audit, accountancy, advisory, tax and legal services. As of January 1st, 2017, Mazars operates throughout the 79 countries that make up its integrated partnership. Mazars draws upon the expertise of 18,000 women and men led by 950 partners. We assist clients of all sizes, from SMEs to mid-caps and global players as well as start-ups and public organisations, at every stage of their development. In the UK, Mazars has approximately 140 partners and over 1,700 employees serving clients from 19 offices, and is ranked one of the top 10 firms nationally.
Mazars Financial Planning is authorised and regulated by the Financial Conduct Authority and is a wholly owned subsidiary of Mazars.
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