Sarah joined Epworth in January 2022 and serves as Head of Discretionary Services, where she oversees all aspects of Epworth’s client services as well as managing our Discretionary Service for Charities. With more than 15 years’ experience in financial services, Sarah has built a strong track record in managing portfolios for a diverse range of clients, including individuals, charities, and institutions.

Prior to joining Epworth, Sarah held investment management roles at several leading wealth management firms, including Ashcourt Rowan, Towry, and Tilney Smith & Williamson. This breadth of experience has equipped her expertise in discretionary portfolio management and a commitment to delivering tailored solutions that align with clients’ values and long‑term objectives.

Sarah is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).