Sally Beresford

Areas of expertise

Working with clients at all stages of their life to help build wealth, spend wealth and protect wealth for future generations, always with an eye managing a client's wealth in the most tax efficient way. I use financial forecasting software to help a client visualise their future financial position and to aim for financial security and independence. I tend to work with clients at times of significant change, such as at the time of selling a business, a divorce, a lottery win, or moving into retirement.  My clients tend to be Board level and Senior Executives, Professionals, business owners, or professional athletes.

Experience

I am a Senior Client Partner in the Financial Planning team. I have worked in financial services since graduating from the University of Birmingham with a Commerce degree in 1999. Initially working exclusively in the world of pension advice before moving into providing holistic financial planning advice. I became a Chartered Financial Planner and Fellow of the Personal Finance Society in 2010. I have worked at Evelyn Partners since January 2013. 

Notable client work and achievements

I have worked at Tilney Financial Planning since January 2013, being promoted to Director in 2018 and then to Partner in 2019.
I was a Finalist in the Women in Financial Advice Awards 2020 and 2021.

Professional qualifications and memberships

• Bachelor of Commerce B.Com (Hons)
• Chartered Financial Planner
• Fellow of the Personal Finance Society
• Member of the Chartered Insurance Institute (CII) & Personal Finance Society (PFS)