Sarah Lord

People Moves | 21 Jun 17

International accountancy and advisory firm Mazars has appointed Sarah Lord, formerly of Killik & Co, as a financial planning partner in London.

Best Practice | 3 May 17

Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.

Middle East | 3 May 17

International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.

Companies | 21 Mar 17

Standard Life and Aberdeen have clearly defined the roles co-chief executives Keith Skeoch and Martin Gilbert will fill once the companies merge. Killik & Co’s Sarah Lord surprised many this week by announcing plans to move on from the company, while OMGI has parted ways with its fixed income head.

People Moves | 20 Mar 17

Sarah Lord, one of the most highly qualified female financial planners in the UK, is to leave Killik Wealth Planning at the end of March to pursue other opportunities within the industry, the company confirmed to International Adviser.