Sarah Soar in

Sarah Soar

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Board Member at Philanthropy Impact
📍 United Kingdom

Sarah Soar is a distinguished wealth management executive with a track record of growing businesses at firms like Hawksmoor, JM Finn, and Brewin Dolphin. A trailblazer in her field, she was the first woman appointed to the board of Brewin Dolphin. She earned her degree in Marine Biology and Zoology from Bangor University.

Sarah is a strong supporter of diversity and inclusion, mentoring young women in the industry. Her interests include swimming, yoga, paddle boarding, horse racing, and theatre. She has a passion for fashion, art, and marine charities, and recently left her CEO role to pursue a board advisory career.

Interestingly, she enjoys clubbing and once captained her universitys ladies windsurfing team.

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Experience
33 Years
Current Role
Board Member
Location
United Kingdom
Personality Overview

How Sarah shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sarah cares about

Wealth Management
Her extensive 35-year career includes CEO of Hawksmoor and Head of Investment Management at JM Finn, showcasing deep expertise in the sector.
Corporate Governance
Serves on the boards of PIMFA and Philanthropy Impact and has chaired multiple nomination committees, demonstrating a focus on strong governance.
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Career

Work history

6-2024
Board Member
Philanthropy Impact
1-2017
Board Member
PIMFA - Personal Investment Management & Financial Advice Association
10-2019 - 3-2025
Chief Executive Officer
Hawksmoor Investment Management
7-2013 - 7-2022
Council Member
Institute of Directors
1-2014 - 10-2019
Head of Investment Management
JM Finn
In the press

Media appearances

Philanthropy Impact Magazine – Issue 32 (Part 2) – features Board Member Sarah Soar. Featured in Philanthropy Impact
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Philanthropy Impact Magazine – Issue 30 (Summer 2024) – includes Board Member Sarah Soar. Featured in Philanthropy Impact
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Education
1979 - 1982
Marine Biology and Zoology
Bangor University
1978 - 1980
A levels
Sherborne School for Girls
1970 - 1978
Bachelor of Science - BS
Headington School for Girls, Oxford
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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