Our People

Sally Tilly

Role

International Financial Adviser

Location

Portugal-Algarve

Previous Experience

After completing her degree, Sally has worked in the financial services sector for more than 15 years. In the year 2000 she became the local agent of Nordea Bank of Switzerland, advising professional high net worth clients in the area of wealth management.

Sally quickly built up a very strong network of contacts who continue to support her today. In 2010 she was invited to join an asset management company where she worked successfully for four years.

Areas of Expertise

  • Tax Efficient Savings
  • International Pension Transfers
  • Retirement Planning
  • International Wealth Management

Qualifications/Accreditations

Sally holds a Bachelor Degree of Business Administration with a major in finance.

CISI – Level 3 Certificate in Wealth Management 

Memberships

CISI

Charity work

 WRVS – Women’s Royal Voluntary Service

Contact Sally

To contact Sally please complete the form below

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