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Sarah Lord’s claim that she is the most qualified financial adviser in the Gulf and which exams are most suitable for international work

17 Aug 12

Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is. As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and […]

Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is.

As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and plans to take still more later in the year, Lord also answers the tricky question as to which qualifications are best to help in advising international clients.
 

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.