Sarah Fpfs Email
Chartered Financial Planner and Relationship Manager @ AV Trinity Ltd
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Sarah Fpfs Location
- Royal Tunbridge Wells, GB
Sarah Fpfs Work
- Chartered Financial Planner and Relationship Manager @ (January 2020 - Present)
- Chartered Financial Planner, IFA, Financial Planner,Wealth Management @ (November 2015 - Present)
- Independent Financial Adviser, IFA, Financial Planning, Financial Planner, Wealth Management @ Atrium IFA (May 2012 - November 2015)
Sarah Fpfs Education
- Chartered Insurance Institute 2015-2015
- Chartered Insurance Institute
Certificate in Mortgage Advice
2014-2014 - Chartered Insurance Institute
Diploma (Financial Planning)
2013-2014 - Chartered Insurance Institute
Financial Planning Certificate
2004 - Resolution
Specialist Accreditation
Sarah Fpfs Skills
- Asset Allocation
- Asset Management
- Critical Illness
- Employee Benefits
- Equity Release
- Estate Tax Planning
- Financial Advisory
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mortgage Lending
- NISA
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Residential Mortgages
- Retirement
- Retirement Planning
- SIPP
- Saving for Education
- Savings
- Trusts
- Unit Trusts
- Wealth Management
- Microsoft Excel
- Project Planning
- Leadership
- Financial Analysis
Sarah Fpfs Summary
- Sarah Fpfs, based in Royal Tunbridge Wells, GB, is currently a Chartered Financial Planner and Relationship Manager at AV Trinity Ltd. Sarah Fpfs brings experience from previous roles at AV Trinity Ltd and Atrium IFA. Sarah Fpfs holds a 2015 - 2015 Chartered Insurance Institute. With a robust skill set that includes Asset Allocation, Asset Management, Critical Illness, Employee Benefits, Equity Release and more.
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