Sarah lockingtonManager

With over 20 years in wealth management and running my own desk I bring a huge amount of wealth and investment management experience to the team.

I now head up the Investment Committee and our in-house investment team, overseeing the in-house portfolios and other investment products. I help build portfolios to meet the needs of our clients, with an emphasis on thematic and sustainable investing. This enables me to indulge in two of my main passions: financial markets and acting as a ‘guardian of the planet’ for future generations. I believe investing should generate both positive returns and a positive impact on the planet. 

Outside of work, I am a keen open water swimmer and hope to cross the Channel one day soon, which is certainly a positive environmental way to get to France!

Want to know more? Then call me on 07769 700 821 or email