Sarah Sheppard
Client Manager @Artorius
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WORK HISTORY
Client Manager @Artorius
Client Manager working closely with the Client Partners in the Manchester office, providing paraplanning and administrative support to ensure clients receive the highest standards of service. Artorius is an independently owned wealth manager that provides bespoke solutions to HNW and UHNW clients. Exceptional client service meets the needs of individual clients and their families, now and for the long term. Artorius provide family governance, consolidated reporting and financial solutions from best in class third parties in addition to their leading discretionary investment services.
EDUCATION
Durham University
Bachelor of Arts (B.A.), Archaeology
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning, Accounting and Finance
SKILLS
ABOUT SARAH SHEPPARD
With a background in account management and client development, I am experienced in…
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