Who we are
Sally started working in the financial services industry in 1991. She initially worked with standalone advisers: one linked to an accountancy practice, one to insurance brokers and one to a pension transfer specialist. You name it, Sally’s done it!
Her role itself has also developed during her time in the industry. Sally started off in mortgage administration before moving on to business administration. She then became a practice manager, a PA and is now in charge of our marketing and events co-ordination. Her diverse experience and extensive knowledge of the many areas of financial services delivery and management make her a valuable asset to our team.
In her spare time, Sally loves travelling, gardening and eating out. She’s also a runner, completing the Bath Half Marathon in both 2016 and 2017 for The Alzheimer’s Society, for which she raised more than £1,500.
Sally in the spotlight
On an ideal weekend you can find me:
"Cycling along the Bath & Kennet canal to a pub!"
My favourite holiday is:
"I love a trip to Agistri, an island in the Saronic Gulf. I also loved New York when I last visited. "
The three people at my dream dinner party would be:
"My husband-to-be, Susannah Reid and Piers Morgan."
The first album I bought was:
“Cool for Cats by Squeeze.”
I turn the radio up when they play:
"The Jam, The Style Council, INXS and Diana Ross."
The three qualities that draw me to new people are:
"Optimism, cleanliness and a smile."
The three small things that make my day better are:
"Sunshine, sunshine and sunshine!"