The company says she will support the company’s “ambitious UK-wide growth plans.”
Highly respected Ms Lord is a well known figure in the profession and is President of The Personal Finance Society. She has been a PFS board member for over five years.
Ms Lord has worked for several Financial Planning and wealth management firms at a senior and partner level and was most recently chief client officer at Succession Wealth. She was previously a partner at Mazars LLP.
She has won a number of awards and is a regularly media commentator.
Derby-based Cooper Parry Wealth (CPW) is increasing its London presence with new office space in Shoreditch after the firm saw revenue growth of 30% in the first quarter of this year. It has plans for further expansion of the business.
Ms Lord said: “I am hugely excited by this opportunity. Since I started talking to Cooper Parry Wealth, I’ve been so impressed with their culture and values which are very much aligned with my own.
“My focus will be on developing and shaping our growth, expanding client solutions and driving wider reach with increased brand awareness. Delivering the very best client experience is something that I am so passionate about. I can’t wait to work with Stephen and his great team.”
Stephen Jones, CEO of CPW, said: “We are delighted to welcome Sarah on board. Her unique experience and outstanding reputation in helping companies achieve profitable growth will give our ambitious plans even more impetus.”
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