Sara Guy Email
Independent Financial Planner @ Shackleton - Britain’s financial adviser
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Sara Guy Location
- Newcastle upon Tyne, GB
Sara Guy Work
- 2018 -now Independent Financial Planner @
- 2015 -2018 Paraplanner @
- 2015 -2015 Trainee Paraplanner @
- 2011 -2014 Trainee Paraplanner @ Portland Financial Management Ltd
- 2008 -2011 Secretary @ Portland Financial Management
Sara Guy Education
- Chartered Insurance Institute
J02 (Trusts)
2020-2020 - Chartered Insurance Institute
Certificate in Mortgage Advice (Mortgage Advice)
2020-2020 - Chartered Insurance Institute
AF1 (Personal Tax and Trust Planning)
2020-2020 - Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2014-2018 - Newcastle College
Bachelor's degree (Business Management)
2010-2013
Sara Guy Summary
- Sara Guy, based in Newcastle upon Tyne, GB, is currently a Independent Financial Planner at Shackleton - Britain’s financial adviser. Sara Guy brings experience from previous roles at Ellis Bates Financial Advisers (now Shackleton), Portland Financial Management Ltd and Portland Financial Management. Sara Guy holds a 2020 - 2020 J02 in Trusts @ Chartered Insurance Institute. Sara Guy has 1 emails on RocketReach.
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