Sarah Gilby

Sarah joined the firm in 1997 starting in the insolvency department as an apprentice and qualified as a Chartered Accountant in May 2012.  In June 2012 she joined the growing Wealth Management team to take on the finance role and support the firm with the changes in RDR.

As the Head of Operations and Finance Sarah reports to the CEO and Board on all financial aspects of the firm. Sarah also deals with the submission of regulatory returns, the recruiting and hiring of staff,  planning and monitoring the day-to-day running of the business, implementing new processes to improve the service delivered to all clients.   

Sarah is responsible for the management and oversight of the Support team and provides full support with the technological advances of processes.