Sara Williams

Sara is a Relationship & Investment Manager who has a passion for providing excellent service and support to Private Clients, Corporates & Charities. Creating and developing strong long term relationships is the foundation of everything she likes to do, both professionally and personally.

With a broad skillset derived from 20 years + in financial services primarily managing all aspect of Wealth Management for HNW’s including, Lending, Treasury and Investments Management prior to joining Quilter Cheviot, Sara was a Relationship Manager in AIB Private Banking.

Sara has a BSc in Management and Marketing TU Dublin, is a Certified Financial Planner ©, and a Qualified Financial Adviser. She enjoys HIIT training and Horse riding.

What attracted you to a career in wealth management?

My route to wealth management has been shaped by over 20 years in financial services. Prior to my role as a Relationship & Investment Manager at Quilter Cheviot, I managed various aspects of Wealth Management for High Net Worth individuals, including lending, treasury, and investment management. My journey was motivated by a deep-seated passion for building long-lasting client relationships and providing top-tier service. With a BSc in Management and Marketing from TU Dublin, alongside certifications as a Certified Financial Planner © and Qualified Financial Adviser, I've cultivated a diverse skill set to navigate the intricate world of wealth management.

How do you approach your role on a daily basis?

As a Relationship & Investment Manager, my work entails delivering exceptional support to Private Clients, Corporates, and Charities. My approach is firmly grounded in fostering enduring client relationships. Drawing from my extensive financial services experience, I prioritize personalized service, tailoring investment strategies to meet clients' unique objectives. I believe in maintaining open and regular communication, both written and in-person, to ensure that clients' evolving needs and aspirations are addressed effectively. This commitment to a client-facing role stems from my dedication to delivering meaningful financial support.

What are your interests outside of work?

Professionally, I find immense satisfaction in continuously enhancing my financial knowledge and skills. Personally, I have a penchant for staying physically active through HIIT training and indulging in the serene activity of horse riding. These activities not only help me maintain a healthy work-life balance but also serve as a source of relaxation and personal fulfilment.