“My objective is to make a positive difference in my clients’ lives. Whether it be to grow, preserve or protect wealth, I help clients make the most of life’s opportunities.”
- Locations
- Edinburgh
Sarah joined the RBC Brewin Dolphin Edinburgh office in 2013 and is an Investment Manager. She builds and manages bespoke discretionary portfolios for private clients and trusts tailored to meet an individual’s long-term investment objectives.
Sarah has experience investing across a range of asset classes including UK and overseas equities, bonds and alternatives. She is proud of being able to build long-lasting and trusted relationships with clients, including those which span across multiple generations.
Sarah began her financial services career at Standard Life before moving to RBC Brewin Dolphin. She became an Assistant Director in 2016. She has the Chartered Wealth Manager Qualification through the Chartered Institute for Securities & Investment (CISI) and is a Chartered Fellow of CISI.