Sarah Dalley

Sarah is responsible for the day-to-day administration of the team including overseeing new client set-ups, coordinating monthly reports and managing team activities. She works closely with the Partners in organising their priorities and supporting them in the management of the team.

Sarah has seen the team double in size since she joined in 2013, and has undertaken numerous tasks within her role including marketing, events, compliance, resource planning and data analysis. Having previously worked in the banking industry, undertaking several roles, initially in retail and latterly corporate banking, she has good relations with finance professionals and helps organise regular networking events.  In her spare team Sarah enjoys keep fit classes, reading and is currently learning to play golf.