Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Sarah Lord Biography

Sarah Lord

Sarah started in the industry over 15 years ago and has had a variety of experience having initially worked for Scottish Equitable as a Business Development consultant before making the transition to a financial adviser 10 years ago. She joined Killik & Co in 2009 heading up the Wealth Planning operation in the Middle East for 3 years before returning to the UK in 2012 when she was made a Partner of Killik & Co and grew the team considerably over the following 5 years. Seeking a fresh challenge, Sarah joined Mazars LLP as a Partner.

Having achieved both Fellowship of The PFS and Chartered Wealth Manager status through the CISI Sarah is passionate about raising the level of professionalism within the Financial Panning industry.

Sarah was Chartered Champion for the London region from 2011 to 2014, elected to the Insurance Institute of London Financial Service Committee in 2012 where she continues to serve and to the Insurance Institute of London Council in September 2014 for a 3 year term.