Areas of expertise
Portfolio Construction; Asset Allocation Reviews; Small Self-Administered Schemes; Approved Retirement Funds; Deceased Estates; Charities
Sarah joined Smith & Williamson to coincide with the official launch of the Dublin office in 2011. Sarah is actively involved in the construction and ongoing management of tailored portfolios for private clients, individual pension schemes, companies and trusts. Sarah is keenly interested in thematic investment ideas, particularly in the areas of disruptive innovation and ethical investing. Sarah also works closely with our Retirement Planning team, where she coordinates scheme transfers and retirements and assists in meeting our obligations as Qualified Fund Manager to Approved Retirement Funds.
Bachelor of Business Studies with French in the University of Limerick
Qualified Financial Advisor (QFA) and Registered Stockbroker designations through the Institute of Bankers of Ireland.