Exam Success leads to promotion!

 Exam Success leads to promotion!

 Exam Success leads to promotion!

Sarah Peter joined Thorntons Investments in 2015 as a Portfolio Assistant, supporting the Portfolio team, helping to ensure clients receive the highest level of service for their investments.

Over the last few years, Sarah’s commitment has seen her juggle a full time role, and a busy family life with completing a University Degree in Business Studies before immediately going on to complete her CISI Level 4 Investment Advice Diploma.

Early on in Sarah’s career, it was clear that she was ambitious and keen to continue to develop her career within Thorntons Investments. We take great pride in providing development opportunities for everyone across the business and we’re delighted that Sarah’s interest in stocks and shares hasn’t waned with the temptation of a different career path.

A year on from completing her Diploma, Sarah has once again picked up the books and has started studying towards achieving the coveted Level 7 – Diploma in Wealth Management. To show Sarah our commitment to her ongoing training, she has been promoted to Trainee Portfolio Manager. We are delighted to once again help a colleague fulfil their aspirations. Our Portfolio Management team are keen to help Sarah through her studies and traineeship. We’ve all been there and know how important it is to have a supportive team behind you, and this is reflected in the learning culture which has developed in our organisation over recent years.

Sarah is an integral part of the team and we will now look to increase her technical knowledge and client interaction, which we know she will enjoy due to her caring nature and determination to ensure that all clients are well looked after.

We’re delighted to see Sarah’s progression within the business which makes way for new team members to follow in her shoes as she continues to be a great role model.  Congratulations Sarah – we’re proud to have you on the team!


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