Mazars has appointed Personal Finance Society (PFS) fellow and former Killik & Co director of wealth planning Sarah Lord as financial planning partner in its London office.
Lord has worked with private clients on personal and family affairs for more than 12 years. She is both a PFS fellow and board member. Lord is also a member of the Insurance Institute of London council and its financial services committee. At Killik & Co, Lord built the financial planning business from zero revenue to a business with more than 10 planners. She was also responsible for the integration of the firm's financial planning and investment management businesses. Prior to Killik & Co, Lord worked at Walker Crips and PIFC Consulting, as well as founding her own firm The Wealt...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
