Sarah joined the team in August 2015 and is an Associate Member of the Chartered Institute for Securities and Investment.
Since joining the firm, Sarah’s commitment has seen her juggle a full time role and a busy family life with completing a University Degree in Business Studies before immediately going on to complete her CISI Level 4 Investment Advice Diploma. She is currently studying towards the CISI’s Level 7 Diploma in Wealth Management and is working towards attaining the coveted Chartered Wealth Manager status. To show Sarah our commitment to her ongoing training, in January 2020 she was promoted to Trainee Portfolio Manager. As a Trainee Portfolio Manager, Sarah works closely with the Portfolio Managers to expand her technical knowledge and client interaction. She is also involved in fund research and reviewing the ongoing suitability of client portfolios.
Something you didn’t know about Sarah:
Sarah is an in-school mentor with local charity Breakthrough Dundee who reach out to care-experienced and other young people who have, or are likely to, face significant challenges in their lives.