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Sarah Lord biography

President and Member Director

Sarah Lord FPFS

Sarah Lord, PFS President

Sarah has 20 years’ experience in the profession and has held a variety of roles; Her most recent role was that of Chief Client Officer for Succession Wealth where she was the Executive Team member responsible for the client experience, proposition and brand, as well as chairing the Investment Committee. During her time at Succession, Sarah also established and chaired the Succession Wealth NextGen Steering Group to ensure the “NextGen” had the opportunity to contribute to the strategic direction of the business.

Prior to joining Succession, she was a Partner at Mazars, a top 10 UK professional services firm and before that she was a Partner at Killik & Co heading up the Wealth Planning operation in both the UK and the Middle East.
Having achieved both Fellow of the Personal Finance Society and Chartered Wealth Manager status through the CISI, and many other qualifications, Sarah is one of the highest qualified financial planners in the UK.
In 2016, Sarah was elected to the Board of the Personal Finance Society. Sarah also sits on the International Adviser intermediary panel and has featured in International Adviser Top 100 Most Influential.