Schroders Personal Wealth
Sally Waterman is an experienced Risk Manager currently employed at Schroders Personal Wealth since November 2020. Prior to this role, Sally held the position of Risk Manager at Lloyds Banking Group from September 2014 to November 2020, and earlier in the career at Lloyds Banking Group, Sally worked as a Customer Service Manager and Customer Service Representative from July 1985 to September 2007. Sally's educational background includes attendance at Falmer High School from 1979 to 1984.
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Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.