Sarah Goonetilleke

Wildcard
DISC Type : isc

Board Trustee at Man&Boy

London, England, United Kingdom

Overview

Sarah Goonetilleke is a senior leader in wealth management, currently serving as Head of Commercial & Distribution at Ascot Lloyd. She focuses on driving strategic growth, business development, and transformation. She holds an MA in Economics and Management Studies from the University of Glasgow and a Diploma in Marketing.

Outside of her financial services career, Sarah is deeply committed to community causes. She serves as a Board Trustee for Man&Boy, an organization supporting boys, and is a committee member for Friends Of Roche School, demonstrating a strong passion for youth development and local engagement.

She is a passionate advocate for improving financial literacy for the next generation.

Personality Overview

Requires Proof

Curious But Skeptical

Friendly But Slow

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Financial Literacy
Strongly supports teaching money management as a core life skill for young people to help them budget, save, and think critically about their finances.
Adviser Enablement
Focuses on empowering financial advisers by creating teams and systems that support them in delivering exceptional client outcomes and driving business growth.
Youth Mentorship
Actively supports youth development through her role as a Board Trustee for Man&Boy, a charity dedicated to helping boys who have lost their way.

Media Appearances

Sarah has no verified media appearances

Work History

11-2025
Board Trustee at Man&Boy
2-2025
Head of Sales Operations and Adviser Enablement at Ascot Lloyd
8-2023 - 2-2025
Commitee Member at Friends Of Roche School (FORS)
5-2022 - 1-2025
Head of Retail Distribution (Wealth Management & Insurance)- Financial Planning and Digital at Santander UK
6-2017 - 5-2022
Head of Commercial- Wealth Management & Insurance at Santander UK

Education

1992 - 1996
MA (Hons) Economics and Management Studies from University of Glasgow
2000 - 2000
Diploma in Marketing from CIM | The Chartered Institute of Marketing

More Information

Social Presence :

Prographics :

Exp : 18 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Board Trustee at Man&Boy
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Sarah

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sarah take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Sarah

Personality Compatibility


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