Sarah Lord to leave Killik & Co

Added 20th March 2017

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.

Sarah Lord to leave Killik & Co

Sarah Lord

In a statement, Killik & Co said: “Having been with the business for more than seven years, Sarah will be greatly missed.

"She has been an integral part of the Killik team in developing our wealth planning business and we wish her our very best for the future and are exceedingly grateful for everything she has done at her time at Killik & Co.”

Both a chartered financial planner and chartered wealth manager, Lord has worked at Killik & Co since joining as a wealth planner in October 2009.

She was made managing director for Killik Chartered Financial Planners the following year, 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.

“It was relatively quick,” Lord said of her speedy ascent up the corporate ladder during an interview in April 2016. “At that time, I was the only female partner.”   

The firm added: “Wealth planning continues to be a central part of the Killik & Co proposition and we are currently in the process of making a number of new hires to strengthen our offering and division.

"We have a number of exciting initiatives underway to strengthen and modernise this offer."

The wealth planning and investment management firm closed its Dubai office, its only presence outside the UK, at the end of September 2016.

In August 2016, Lord told IA that the strategic decision was taken to close the office so it could focus on servicing Killik’s global clients from its head office in London.

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About Author

Kirsten Hastings

Senior Reporter

Kirsten is a senior reporter for International Adviser, covering global news stories about the financial services industry. She joined Last Word Media in October 2015 after two years working as a reporter covering the staffing and recruitment industry. Kirsten has a Masters in Financial Journalism from the University of Stirling. 



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