Sarah Morley

Administration Manager and Senior Compliance Assistant

01493 369061


Sarah looks after our Managing Director Ian’s diary: arranging client appointments, checking the accuracy and content of client files prior to meetings, as well as preparing for regular adviser and investment committee meetings.

Sarah also manages our administration team and is starting a managerial training programme in 2021 to assist with this role.

Sarah previously worked at Aviva and ALICO, where she gained ample experience in investment planning and administration.

The best bit…

Sarah enjoys the satisfaction of solving a complicated issue and helping clients make sense of their finances.

Colleagues would say Sarah is…

Thoughtful, organised and confident.

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