WEALTH at work
Sally Carter is an experienced Executive Personal Assistant with a proven track record in supporting high-level executives at WEALTH at work since February 2016, where responsibilities include managing electronic diaries, arranging travel, handling expenses, and preparing board reports. Prior roles include serving as a PA at Matalan, supporting multiple directors, and providing administrative support at Victim Support and Blavo & Co Solicitors. Sally has strong organizational skills, experience in diary management, and has contributed to various administrative functions across diverse sectors. Educational qualifications include a BA in Sociology from the University of Liverpool and training from the Pitman Training Group.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.