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Sara Williams

Relationship & Investment Manager
Dublin

In my role as a Relationship & Investment Manager I have a passion for providing exceptional service and support to Private Clients, Advisors, and intermediaries. With over 22 years of experience in financial services, primarily in Wealth Management I am client centric and have honed a broad skillset. Before joining Quilter Cheviot, I was a Relationship Manager at AIB Private Banking, where I provided solutions across Lending, Treasury, Financial planning and Investment management.

I enjoy supporting Clients and Advisors as we seek optimal and bespoke investment strategies designed to grow and protect wealth.

Education/Qualifications

I hold a BSc in Management and Marketing from TU Dublin, I am a Certified Financial Planner © and hold the Qualified Financial Adviser designation.

What are your interests outside of work?

Outside of work I enjoy HIIT training, I’m a sideline supporter of Corinthians Hockey and enjoy horse riding when the opportunity arises.

The value of your investments and the income from them can fall and you may not recover what you invested.