Sarah Ross Chartered Financial Planner, APFS

Director & Chartered Financial Planner at Generation Wealth Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Exeter Area, UK
Skills

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5.0

/5.0
/ Based on 2 ratings
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Paul Hogg

I first worked with Sarah when she was starting her paraplanning company. She has a great level of technical knowledge and an exceptional understanding of the industry. Sarah has a fantastic sense of humour which I am sure helps account for the speed at which her company has grown as she continues to establish strong relationships with her clients. I would recommend her to anyone wanting to work with a knowledgeable and empathetic paraplanner

Paddy Kerwin

Sarah is great to work with, contributing to the structure of the matter, as well as producing good research, top quality reports in a timely manner. Many thanks. Paddy

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Credentials

  • AF1 - Personal Tax and Trust Planning
    Chartered Insurance Institute
  • AF3 - Pension Planning
    Chartered Insurance Institute
  • AF4 - Investment Planning
    Chartered Insurance Institute
  • AF5 - Financial Planning Process
    Chartered Insurance Institute
  • Advanced Diploma In Financial Planning
    Chartered Insurance Institute
  • CF8 - Award in Long Term Care Insurance
    Chartered Insurance Institute
  • Certificate in Life and Pensions
    Chartered Insurance Institute
  • Financial Planning Certificate
    Chartered Insurance Institute
  • R01 - Financial Services, Regulation & Ethics
    Chartered Insurance Institute
  • R02 - Investment Principles & Risk
    Chartered Insurance Institute
  • R03 - Personal Taxation
    Chartered Insurance Institute
  • R04 - Pensions & Retirement Planning
    Chartered Insurance Institute
  • R05 - Financial Protection
    Chartered Insurance Institute
  • R06 - Financial Planning Practice
    Chartered Insurance Institute
  • R08 - Award in Pensions Update
    Chartered Insurance Institute
  • Unit 30 of the Certificate in Accountancy
    AAT

Experience

  • Generation Wealth Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director & Chartered Financial Planner
      • Aug 2015 - Present

      * Providing Independent Financial Advice to both individual and business clients, always ensuring our recommendations are always delivered in plain English, so they are clear and easy to understand. * We ensure you have access to your own personal adviser who will be your main ongoing point of contact, ensuring you receive a consistent service from someone who understands you and your circumstances. No need to worry about being passed around endless different advisers each time you need advice. * We use our technical expertise and experience, to work in partnership with you to construct a clear strategy which can adapt as your needs change. * Generation Wealth uses the latest technology, systems and investment solutions, to maximise efficiency and functionality, enabling us to deliver a high quality service and real value for money. * Most importantly, we ensure you are at the centre of everything we do – we always remember it is your money after all. Show less

  • Proparaplan
    • United Kingdom
    • Banking
    • Owner & Outsourced Paraplanner
      • May 2012 - Jun 2016

      * Highly motivated, pro-active and experienced Paraplanner used to working independently and to tight deadlines. * Proven track record in delivering consistently compliant and high quality research, recommendations and reports to financial planners throughout my 11 years in the financial services industry. * Working with a wide range of financial advice firms, ranging from single self-employed advisers, to national firms, both independent and restricted networks. * Consultancy to financial advice firms, in areas such as designing investment propositions, in-house procedures and processes, research and report writing methods and industry specific IT systems. Show less

  • R A Armitage & Associates, Caerus Capital Group
    • Paraplanner
      • Jun 2009 - Jan 2013

      ⋅ Providing support to four advisers (Multi-Tied Advisers) ⋅ Writing suitability reports ⋅ Completing technical research then presenting recommendations to the advisers, including constructing portfolios ⋅ Reviewing and analysing existing client plans and portfolios ⋅ Dealing mainly with Pensions (including transfers), but also Retirement Options, Investments and Protection ⋅ Communicating with directly clients where necessary ⋅ Maintaining accurate client records ⋅ Working independently and prioritising work as necessary Show less

  • Sabre Financial Planning
    • Paraplanner
      • Feb 2004 - Jun 2009

      ⋅ Providing complete support for two of the directors (Independent Financial Advisers) ⋅ Writing suitability and pre-sales reports ⋅ Completing technical research then presenting recommendations to the advisers, including constructing portfolios ⋅ Reviewing and analysing existing client plans and portfolios ⋅ Dealing with Pensions (including transfers), Retirement Options, Investments, Protection & IHT Strategies, including Trusts ⋅ Dealing with clients face to face as well as by phone and email ⋅ Accompanying advisers in client meetings ⋅ Reviewing our in-house funds panel every quarter noting any changes in investment strategy, fund manager, performance, ratings etc, and making changes as necessary ⋅ Maintaining accurate client records ⋅ Working independently and prioritising work as necessary Show less

Education

  • Devonport High School For Girls
    1992 - 1999

Community

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