Lord joins from Killik & Co where she built and maintained the firm’s Financial Planning business from zero revenue to a successful business with over 10 planners.
She was responsible for the integration of financial planning with the investment management business and brings a wealth of experience in planning for individuals, the development of a private client business and working with the legal market.
She was made managing director for Killik Chartered Financial Planners in 2010, covering both the UK and Dubai, in addition to heading up its wealth planning operating in the UAE.
Lord was made a partner of the business in October 2012.
Prior to joining Killik in 2009, she ran her own consultancy and worked at Walker Cripps and PIFC.
Qualified
Lord is one of the most highly qualified female financial planners in the UK.
She is a chartered and certified financial planner and a fellow of the Personal Finance Society with over 12 years’ experience of working with Private Clients on their personal and family affairs.
Ian Pickford, UK head of financial planning at Mazars, said: “We are delighted to welcome Sarah to our team. Her appointment reflects the firm’s commitment to grow and develop the firm’s financial planning and private client business in one of our key geographical markets and the wider firm.
“Her experience will add value to the services we already deliver for our clients.”
Lord added: “I am really looking forward to working with Mazars, a leading name in the market. I am also excited by the opportunity to work with the ambitious financial planning team and further build on the firm’s growing reputation in the entrepreneurial business private client area.”
