Sarah Morley

Administration Manager and Senior Compliance Assistant

01493 369061


Sarah joined the company in 2010 as an administrator. After managing administration for Ian and being secretary for the investment committee she is now managing the administration team.

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.

Relevant Qualifications…

  • DipFA – Diploma for Financial Advisers
  • CertPFA – Certificate in Paraplanning & Financial Administration
  • Sarah has also completed a managerial training programme to enable her to complete her role to her best ability.

How can we help you?

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