Sally Beresford
Senior Client Partner @Evelyn Partners
Oldham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Senior Client Partner @Evelyn Partners
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Manchester, GB
EDUCATION
1996 — 1999
University of Birmingham
Bachelor of Commerce (BCom)
SKILLS
Asset AllocationCritical IllnessInvestment StrategiesEmployee BenefitsPortfolio ManagementInvestmentsInvestment ManagementExecutive ProtectionRetirementStrategic Financial PlanningProtectionInheritance Tax PlanningWealthEstate PlanningFinancial ServicesPersonal FinanceIncome ProtectionPensionsSippRetirement PlanningCertified Financial PlannerFinancial PlanningWealth ManagementHigh Net Worth Individuals
ABOUT SALLY BERESFORD
I love my job. I enjoy meeting new people, listening to their life stories and helping…
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