Sara has over 14 years’ experience in retail financial services, and her successful background combines project management with extensive experience in investments, retail banking, and insurance. As a Senior Manager and motivational award-nominated leader, with over 20 years of leadership experience, she has a specific focus on identifying, regulating and remediating conduct risk related issues. This includes corporate governance, complaint handling governance, advice suitability, outcomes testing, and compliance monitoring.
Her background at successfully managing and implementing Group-wide regulatory driven, technology driven, and operational projects reflects Sara’s key strengths of building and maintaining key relationships, challenging and influencing senior stakeholders (including Board Level) and delivering in collaboration with stakeholders, solutions to complex regulatory, technology and operational challenges.
Sara is a Level 4 qualified financial adviser and holds the Diploma in Financial Advice, as well as the Certificate in Financial Advice (1, 2, 3 and 4)