Ms Lord, a Personal Finance Society board member and Fellow, joins from Killik and Co.
Mazars cited her record at Killik, where she built and maintained the firm’s Financial Planning business from “zero revenue to a successful business with over 10 planners”, in hiring her.
She was responsible for the integration of Financial Planning with the investment management business at Kilik.
Prior to joining Killik in 2009, Sarah ran her own consultancy and worked at Walker Crips and PIFC.
She is a member of the Insurance Institute of London Council and also a member of the Insurance Institute of London – Financial Services Committee.
She has over 12 years’ experience of working with private clients on their personal and family affairs.
Ian Pickford, UK Head of Financial Planning at Mazars, said: “We are delighted to welcome Sarah to our team. Her appointment reflects the firm’s commitment to grow and develop our Financial Planning and private client business in one of our key geographical markets and the wider business. Her experience will add value to the services we already deliver for our clients.”
Ms Lord said: “I am really looking forward to working with Mazars, a leading name in the market. I am excited by the opportunity to work with the ambitious Financial Planning team and further build upon the firm’s growing reputation in the Entrepreneurial Business and Private Client (EBPC) area.”
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