Sarah is an experienced financial services professional who joined the practice in January 2015 as administration support to the consultancy team.
During her career Sarah has specialised in the administration of corporate pension schemes and has worked with all major pension providers taking responsibility for the calculation of pension benefits and working with external parties including auditors, actuaries and accountants.
Sarah carries out all back office processes including research, collation and processing of data for annual reviews and dealing transactions.
Areas of Expertise
KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.
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