Sally has 13 years’ experience working in the financial industry and joined Bestinvest in 2004, following the company’s merger with SMA Financial Consultants.
She originally worked with our Investment Managers before joining the Investment Advisory team and now advises a diverse group of her own high net worth clients and constructs portfolios using collective investments such as Unit Trusts, OEICs and Investment Trusts. A member of the CISI, Sally’s approach to client relationships is to take time to understand their personal circumstances and investments, in order to construct a tailor-made portfolio which meets their objectives. Within the team Sally has particular expertise in Commodity funds.
Outside of work, Sally spends lots of time with her new family and maintains a keen interest in the sciences, in particular biology and evolution. She has travelled extensively and continues to enjoy exploring the world, its cultures and cuisines, when the opportunity and time permit.
- Member of the CISI
- Chartered Wealth Manager
- CII Financial Planning Certificate: Financial Regulation, Retirement Planning and Integrated Financial Planning
- CISI Certificate in Investment Management
- CISI Masters in Wealth Management: Financial Markets
- CISI Private Client Investment Advice and Management (Merit)