Sara Branca DipPFS CertsCII (MP and ER)

Financial Advisor at Collective Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • Italian Native or bilingual proficiency
  • English Full professional proficiency
Skills

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Credentials

  • Diploma in Regulated Financial Services DipPFS
    Chartered Insurance Institute
    Oct, 2019
    - Oct, 2024
  • CeRER
    The London Institute of Banking & Finance
    Jun, 2016
    - Oct, 2024
  • CeMAP
    The London Institute of Banking & Finance
    May, 2016
    - Oct, 2024
  • 2009 Payroll Technician qualification, IPASS, HETAC level 6 Award
    FETAC (Further Education and Training Awards Council)
    May, 2009
    - Oct, 2024
  • 2009 Certificate in Business Practice (Finance), FETAC Level 4 Award
    FETAC (Further Education and Training Awards Council)
    Jan, 2009
    - Oct, 2024
  • Certificate in Advanced English
    -
    Sep, 1993
    - Oct, 2024

Experience

  • Collective Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Mar 2017 - Present
  • Self Employed Mortgage & Protection Adviser
    • Mortgage & Protection Advisor
      • Mar 2016 - Mar 2017
  • Acumen Loans
    • United Kingdom
    • Financial Services
    • Commercial Loans Specialist
      • Aug 2015 - Jan 2017

      Acumen loans are one of the UK’s most successful independent loan specialists, established in 2004 we offer a comprehensive range of Personal Loans, Short Term ‘ Bridging ‘ Loans and Loans for a wide range of Business purposes. We are wholly independent and work with over 250 UK based lenders, our vast experience coupled with our automated systems will ensure that you get the best possible loan offer at the best possible terms. All the loans we provide are are very competitive in the market , we are not involved with any form of ultra high rate or so called ‘pay day ‘ lending and with Acumen we guarantee there are no up front costs to pay – we will secure competitive loan terms for you without charge and without obligation. Whatever your funding needs and circumstances there are very few situations where we can’t help – even if you have been declined by other lenders please give us a call with your requirements.

  • Wiselinx Ltd t/a Redline Recruitment
    • Managing Director
      • Jul 2012 - Aug 2015

      Supplier to the logistics industry Supplier to the logistics industry

Education

  • Chartered Insurance Institute
    Diploma, Financial Planning and Services
    2018 - 2019
  • The London Institute of Banking & Finance
    CeMAP, Mortgages

Community

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