{"id":20713,"date":"2019-12-16T17:12:44","date_gmt":"2019-12-16T17:12:44","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-people\/sarah-morgan\/"},"modified":"2026-06-22T20:27:54","modified_gmt":"2026-06-22T20:27:54","slug":"sarah-morgan","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/sarah-morgan","title":{"rendered":"Sarah Morgan"},"content":{"rendered":"\t\t<div class=\"rbc-hero-wm rbc-overlap-zindex-1  rbc-hero-overlap rbc-hero-has-image-bleed\">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row no-gutters\">\n\t\t\t\t\t<div class=\"col-lg-7\">\n\t\t\t\t\t\t<div class=\"rbc-card rbc-hero-card rbc-hero\">\n\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-body-content\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"rbc-hero-title\">Sarah Morgan<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\" class=\"rbc-hero-breadcrumb link-chev-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon mr-half\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<hr class=\"rbc-hero-hr hr-mini bdr-accent\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"rbc-hero-subtitle\">Business Development Sales Support<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-extra\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"mt-2\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#marketoform\" class=\"mr-1\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Sarah Morgan email\" role=\"img\" class=\"rbc-icon-img fal fa-envelope\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/sarahmorgansource\/\" target=\"_blank\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Sarah Morgan Linkedin\" role=\"img\" class=\"rbc-icon-img fab fa-linkedin-in\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-img-wrap col-lg-5\">\n\t\t\t\t\t\t\t<div class=\"rbc-hero-img bleed-img-right rbc-hero-img-desktop-bottom-center rbc-hero-img-mobile-bottom-center\" style=\"background-image: url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2019\/12\/SarahMorgan-1200x800-1.jpg?w=1024);\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-596f0be0-b154-4be3-8114-b7d5ef5f729c\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\">\n<div class=\"wp-block-rbcwm-card rbc-card zi-10 overlap-top-desktop rbc-card-flush-x-mobile\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-secondary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt\">\u201cIn this role you have to be personable and be able to build strong relationships. We want to find out as much as possible from our financial adviser firms to help them get the most out of their business.\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t<div class=\"rbc-block-spacer-t-sm wrap\">\n\t\t\t<dl>\n\t\t\t\t\t\t\t\t\t<dt>Locations<\/dt>\n\t\t\t\t\t<dd>\n\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/cardiff\">Cardiff<\/a>, <a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/royal-tunbridge-wells\">Royal Tunbridge Wells<\/a>, <a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/winchester\">Winchester<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t\t\t<dt> Phone number <\/dt>\n\t\t\t\t\t<dd><a href=\"tel:02920 780 140 \"> 02920 780 140 <\/a><\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Sarah joined the RBC Brewin Dolphin Cardiff office in 2018 and supports the Business Development team both in Wales and the southwest of England. She is responsible for diary management, fielding queries from independent financial advisers, and providing the team with market insight to pass on to their clients.<\/p>\n\n\n\n<p>Sarah also attends virtual and face-to-face meetings aimed at building the company\u2019s relationships with existing intermediary clients and attracting new business. She is particularly skilled at relationship management, negotiation, and organisation. <\/p>\n\n\n\n<p>Sarah has been in the financial services sector since 2004 working with Source Insurance as a Broker Relationship Manager and then Business Development Manager before moving to RBC Brewin Dolphin. She has a Certificate of Regulated General Insurance and is currently studying for the Introduction to Securities and Investment from the Chartered Institute for Securities &amp; Investment.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading has-text-align-center rbc-block-header-title col-lg-12\" id=\"h-contact-sarah-morgan\">Contact Sarah Morgan<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row justify-content-center wrap blockId-e2ad2457-cc19-41d0-84bf-f50d57b4fb1b\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5882\"><\/form>\n\t\t\t\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Sarah joined the RBC Brewin Dolphin Cardiff office in 2018 and supports the Business Development team both in Wales and the southwest of England.<\/p>\n","protected":false},"author":97,"featured_media":45081,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_people_type":[],"rbcwm_channel":[100],"class_list":["post-20713","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry","rbcwm_channel-intermediaries"],"acf":{"rbwm_person_title":"Business Development Sales 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