Sarah joined the Financial Services industry in September 1990 with one of the major Financial Services Company. She has been advising high net worth clients in all aspects of financial planning for over 20 years within the Wealth Management arena, specialising in Inheritance Tax planning, Trustee Investment Reviews and Investments. Sarah is a highly experienced adviser and combines her knowledge and professionalism to provide quality advice to both individuals and companies.
Outside of work Sarah enjoys playing and officiating netball for the South East Region and spending time with her family.
Rebecca joined the Fidelium team earlier in 2015 bringing with her great knowledge and expertise in her role as Financial Analyst. She has 16 years of experience working in various areas of Financial Services, including 10 years at Invesco Perpetual in client facing roles.
Becs has analytic skills that will support Fidelium’s Investment Committee in rigorously testing our portfolios. She also has strong client relationship skills that are integral to providing a first class service to Fidelium’s Clients. She has strong interpersonal skills that complement the ethos here at Fidelium.
During her free time, Becs is a sports enthusiast, participating in Regional Marathon’s at a high level. She also enjoys spending time with her two daughters and supporting them in their sports endeavours.
Karen also joined the Fidelium team earlier in 2015 as a Client Services Manager, bringing her expertise to support the smooth running of the Office. She has a wide set of skills with previous experience working within an Independent Financial Advisers firm during the last 3 years. Karen’s efficiency helps to deliver a first class back office service within Fidelium incorporating her skills of administration and works closely with both our Advisers and other team members.
Karen’s hobbies include keeping fit and going to the gym. She enjoys close knit ties with both family and friends. Her 3 daughters also keep her very busy!