Sarah has over 30 years’ experience in Financial Services and joins Hartsfield as a Relationship Manager providing support for our clients and advisers.
Prior to joining Hartsfield, Sarah worked at Friends Life/AXA (and its many guises) for over 27 years providing administrative support to the business in several different areas including the Pension Review project and then the compliance complaints team for her last 13 years there.
After seeking a change from working in Bristol, and having moved to Bath, Sarah then worked for 3 years at a small IFA firm in the countryside.
Sarah is passionate about providing a ‘Rolls Royce’ service to anyone she is supporting and takes great pride in everything she does.
What matters most
What matters most to Sarah about working at Hartsfield?
I like the family feeling of being part of a small (yet expanding) company.
You can all truly feel valued and have the opportunity to make a positive impact by adapting our roles to suit your strengths.
Having previously worked in a very large organisation, where you can feel just like a number, Hartsfield prides itself on balancing the needs of the clients, colleagues and the company, which I think is great.
What matters most to Sarah about her specific role?
I am passionate about making clients feel welcome and supported.
I strive to ensure they are happy at every stage and I take pride in being able to create a relationship where they feel at ease and trust I am there for them, whatever the situation.
As an administrator, I am the oil in the machine and I take much joy in knowing my hard work and passion for exceptional administration ensures a happy and smooth client experience.
What matters most to Sarah outside of work?
I love living in Bath with my husband, James. When I am not spending time walking around our beautiful city with him, I enjoy spending time with family and friends.
In my spare time I enjoy fine art, music, movies, cars and having little adventures exploring our wonderful country with James.
I also don't mind admitting that I love to shop! Luckily so does my husband.
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.