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Sara has worked in Financial Services for 18 years, dealing on a day to day basis with the administration and support of our clients. Her excellent client rapport is an asset to the team. Over the years she has built very strong relationships with our clients, who have come to trust her organised and methodical approach to the management of their portfolios.
Sara is passionate about providing the highest possible levels of service to our clients and has been instrumental in developing Whitman Fry Wealth Management's customer service proposition, fine tuning and monitoring the results.
Sara has recently embarked on the Chartered Insurance Institute exam path as part of Whitman Fry Wealth Managements on going commitment to professional development, successfully passing the Certificate in Mortgage Advice at her first sitting.
In her former life Sara was a long haul BA Stewardess and as a result has become the office oracle of holiday destinations. She still enjoys travelling, although, nowadays it is mostly European destinations rather than the exotic ones she used to visit. She also enjoys dragging Alex along to the theatre and concerts. She has a varied taste in music, but last year enjoyed seeing Spandau Ballet in concert - a reminder of her youth.
Qualifications
CF6 - Mortgage Advice Certificate (CII)
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