As part of its continued expansion, Blackfinch’s latest hires are the business development managers Robert Jones and Sarah Wakefield.


Blackfinch has added to its team with two key new hires, the business development managers (BDMs) Robert Jones and Sarah Wakefield. Both are highly experienced BDMs, each with a strong regional focus. They will help to grow assets under management by managing relationships with intermediaries and professional advisers.

Robert Jones, joining as Senior Business Development Manager, has a wealth of experience, having worked in financial services for 34 years, including for Investec and Barclays Wealth. Robert brings an extensive network of contacts, having been focused on developing strong relationships with advisers in the north of England and Scotland.

Sarah Wakefield, joining as Business Development Manager, brings over 20 years’ experience in financial services and an extensive knowledge of Inheritance Tax (IHT) solutions. Sarah’s previous roles include Zurich Financial Services, St. James’s Place and Canada Life, throughout which she has specialised in IHT solutions and building trusted relationships with financial advisers in the South West.

Blackfinch welcomed Robert and Sarah to the company in February 2018, following on from 15 new hires in January and a move to new offices. The activity reflects how Blackfinch’s product offering and client base continue to grow. It is set to consolidate its position as a leading UK provider of tax-efficient solutions.

We are delighted to welcome Robert Jones and Sarah Wakefield to the team, two BDMs whose knowledge, experience, and contacts reflect our strong customer focus and make them major assets to our team. We look forward to their contribution to business progress.

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