Trust Compliance Officer

Sarah Bell

Sarah is a trust compliance officer at Brodies in the Personal and Family practice. She has 10 years of experience in trust administration and compliance work, after having worked in the private client sector in Monaco, London and Edinburgh. 

Sarah acts as a point of contact both internally and externally to assist clients with trust compliance regulations and reporting for new and ongoing trusts.

Sarah is based in our Edinburgh office.

Living Brodies' values

Clients and colleagues appreciate Sarah's collaborative approach to provide an excellent and personalised service.

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Highlights

  • Awarded a distinction in the STEP Certificate for Financial Services – Trust and Estate Planning.
  • Awarded a merit in the STEP Advanced Certificate in Trusts: Law and Practice (Scotland).