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Sarah Soar

Sarah Soar

Chief Executive (designate)

Exeter Office , London Office

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Sarah has 35 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management. She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company.

Sarah currently sits on the board of PIMFA, the trade body of the wealth management industry and the Council of the Institute of Directors (IOD) where she also sits on the Nomination Committee and is Chair of the Governance Review Group.

In the past she has held external roles such as Chair of Governors of St Francis School, Pewsey and Chair of the Marie Curie Spring Arts Committee.

Married with two daughters, Sarah is a strong supporter of diversity and inclusion and is a mentor to a number of young women in the wealth management industry.

In her spare time she enjoys swimming, yoga, Pilates, walking, reading, travel, theatre and more recently training a newly acquired Great Dane puppy!

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