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Articles by Sara Wilson

Sara Wilson

Sara joined Alliance Trust Savings in March 2013. Previously, she worked for Standard Life and Xansa, a technology outsourcing company. She received a BA Honours in International Business from the University of Teesside and a Post Graduate Diploma in Marketing of Napier University, Edinburgh.

Niche marketing: Five tips for getting started

By Sara Wilson

Embark Adviser

Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost. Marketing your business can sometimes feel discouraging.

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Working with vulnerable clients

By Sara Wilson

Embark Adviser

Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it’s an issue of sharpening regulatory focus too.

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Getting to grips with SMCR

By Sara Wilson

Embark Adviser

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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