Sarah Smith

Sarah Smith has extensive experience in account management and client relationship roles within the financial services sector, currently serving as Account Director at Insignis Cash since August 2021, focusing on pensions. Prior positions include Regional Account Manager at Nucleus Financial, where collaboration with adviser partners was essential for asset planning and business relationship management. Sarah has held various roles at Serenity Financial Planning Ltd, Royal London, and Aegon, where responsibilities included project implementation and consulting on pension solutions. Early career experiences include positions at AXA Wealth, Park View Financial Services, and The Oval group, establishing a strong foundation in financial consultancy and account management.