Professionally speaking...
Sarah supports advisers and clients throughout the planning process, combining analytical rigour with genuine care for people. She is committed to developing her career in financial planning while building trusted, long-term client relationships.
Sarah joined Monenti Partners after beginning her career in investments, supported by a degree in Accounting and Finance from the University of Bath.
During her studies, she completed a year-long industrial placement at Mercer within the Equity Portfolio Management team, later progressing to a senior analyst role supporting multi-manager portfolios. Through this experience, Sarah developed strong technical knowledge alongside a growing desire to work more closely with individuals and families.
Personally speaking...
Outside work, Sarah enjoys music and plays the piano. She loves cooking and baking for friends, and spends her time hiking, gardening, reading widely, and hosting regular board game nights fueled by cheese, wine, and good company.
Meet the wider Monenti Partners team
At your service
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