Sally Matthews |
 |
Name: | Sally Matthews |
| Position: | Consultant | |
| Team: | Private Client |
Sally concentrates on advising private clients, including family/private business owners, on all aspects of their financial planning requirements. In addition to handling her personal clients, Sally assists the private client partners on major matters.
Career History:
Sally started her career in 1996 at the Royal National Pension Fund for Nurses. In 1999 she joined Annuities Direct, advising on benefits at retirement, such as annuities and income draw-down. In 2001 she moved to Arbuthnot Latham Private Bank where she spent four years developing her experience before joining Cartlidge Morland in 2005. Sally holds the Financial Planning Diploma.
Phone us on 020 7709 5560 or complete the online contact form
