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Kimberley Sare Llb, Fpfs Tep is listed as Chartered Financial Planner, Fellow. CEO. Wife, mum and lover of cake. Aspiring to make a difference. at Guided Financial, based in Greater Bristol Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Kimberley Sare Llb, Fpfs Tep.
Kimberley Sare Llb, Fpfs Tep previously worked as Chartered Financial Planner at Guided Financial and Advisor at Plannerpal. Kimberley Sare Llb, Fpfs Tep holds Pensions Update (R08) And Advanced Diploma In Pension Planning (Af3), Pension Planning from Chartered Insurance Institute.
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I'm CEO and co-founder of Guided, providing bespoke financial planning for people who are conscious that life is short. I've been a Chartered Financial Planner for almost two decades. Time really does fly. After my law degree I took a training contract in one of the best local Financial Advice firms in the area.In 2016 I moved to Bristol, looking for a new challenge and founded Parafinity, a top notch, female led, outsourced paraplanning business. I grew the business from my bedroom into a thriving team of 10 serving some of the UKs best financial planners. I'm proud of that. Then, as it does, life threw me an unexpected curve ball. My husband was diagnosed with cancer. The same cancer that killed his mum at 48. Quite the wakeup call. It got dealt with and he's fine 🤞but when the fog lifted, I was hit with the realisation that Life is Short. This became my mantra. A really positive, life affirming mantra. With Parafinity now in the capable hands of Suzanna and Rosie, it really was finally time to launch my own financial advice brand. Guided Financial provides bespoke financial planning focused on pivotal life events. A brand for people who are conscious that Life is Short and really want to live it, with purpose, positivity and authenticity. Tackling big challenges, promoting personal growth and guiding you towards your own version of fulfilment. Chatting is one of my favorite things to do. So how about it?
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City Of Bristol, England, United Kingdom
I provide bespoke financial planning focused on pivotal life events. A brand for people who are conscious that Life is Short and really want to live it, with purpose, positivity and authenticity. Tackling big challenges, promoting personal growth and guiding my clients towards your own version of fulfilment.
United Kingdom
The Financial Planner's AI Assistant - Save time. Serve more clients.Effortless meeting summaries - Say goodbye to the hassle of replaying recordings. PlannerPal automatically turns your client meetings into concise, actionable summariesSmart Document Drafting - Our AI generates draft file notes, follow up emails and more complex documents - saving you.
Bristol, United Kingdom
Delivering top notch technical support services to UK's leading Financial Planning practices.The proposition is simple - pay for what you outsource. No more; no less. Modular:- Choose which aspects of a case you want to do in-house and give the rest to usOngoing:- We can be on-hand in a variety of different ways to answer your technical queries, bounce.
Bristol
Support & supervision of six paraplanners across two offices. Drafting & maintaining a suite of suitability report templates and tools to facilitate efficient outputs from the team.Undertaking due diligence on providers & products.Proposition development - including introduction of a Statement of Investment Principles, new fact find document and re-design.
Bristol, United Kingdom
A specialist Paraplanner, undertaking complex research cases & drafting specialist or complicated recommendation reports & discussion documents. Particular interest in trust and estate planning related matters as well as dealing with vulnerable clients for long term care planning. The Senior Paraplanner role included: - inducting & training new.
Swansea, United Kingdom
Providing unbiased, independent and professional financial planning to a wide range of clients.Particular areas of specialism were trusts and estate planning. I was solely responsible for the setting up and ongoing management of trustee investments.Also assisted with the improvement to business processes and the training of new staff.
Swansea, United Kingdom
My key achievements included: - Establishing a working relationship for client referrals with the South Wales Police Federation- Becoming the youngest Chartered Financial Planner in Wales and the third youngest in the UK- Assisting with change within the business to ensure that we are compliant with the FSA Retail Distribution Review, including client.
Cardiff, United Kingdom
Key achievements within this full time role included:- Revising the company branding and sales publications- Creating a website for the company- Compiling large marketing databases, designing and implementing marketing campaigns via mail shots, e-mail shots and tele-marketing- Using sales and marketing campaigns to generate good levels of business for a.
Activities and Societies: Advanced Diploma in Tax and Trust Planning, Advanced Diploma in Investment Planning
Activities and Societies: Personal Taxation (JO1) Trusts (JO2) Investment Planning (JO6) Pension Funding (JO4)
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Kimberley Sare Llb, Fpfs Tep works for Guided Financial.
Kimberley Sare Llb, Fpfs Tep is listed as Chartered Financial Planner, Fellow. CEO. Wife, mum and lover of cake. Aspiring to make a difference. at Guided Financial.
Kimberley Sare Llb, Fpfs Tep is based in Greater Bristol Area, United Kingdom, United Kingdom while working with Guided Financial.
Kimberley Sare Llb, Fpfs Tep has worked for Guided Financial, Plannerpal, Parafinity, Premier, and Sanlam.
You can use AeroLeads to view verified contact signals for Kimberley Sare Llb, Fpfs Tep at Guided Financial, including work email, phone, and LinkedIn data when available.
Kimberley Sare Llb, Fpfs Tep holds Pensions Update (R08) And Advanced Diploma In Pension Planning (Af3), Pension Planning from Chartered Insurance Institute.
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