Sarah Geraghty Dippfs

Sarah Geraghty Dippfs Email and Phone Number

Operations Director at Temple Wealth Management @ Temple Wealth Management Ltd, Chartered Financial Planners
fareham, hampshire, united kingdom
Sarah Geraghty Dippfs's Location
Greater Portsmouth Area, United Kingdom
Sarah Geraghty Dippfs's Contact Details

Sarah Geraghty Dippfs work email

Sarah Geraghty Dippfs personal email

n/a
About Sarah Geraghty Dippfs

Sarah Geraghty Dippfs is a Operations Director at Temple Wealth Management at Temple Wealth Management Ltd, Chartered Financial Planners. She possess expertise in financial planning, investments, wealth management, financial services, financial analysis and 9 more skills.

Sarah Geraghty Dippfs's Current Company Details
Temple Wealth Management Ltd, Chartered Financial Planners

Temple Wealth Management Ltd, Chartered Financial Planners

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Operations Director at Temple Wealth Management
fareham, hampshire, united kingdom
Website:
templewealth.co.uk
Employees:
18
Sarah Geraghty Dippfs Work Experience Details
  • Temple Wealth Management Ltd, Chartered Financial Planners
    Operations Director
    Temple Wealth Management Ltd, Chartered Financial Planners Apr 2016 - Present
    Fareham, Hampshire, United Kingdom
    View
  • Temple Paraplanning
    Head Of Paraplanning
    Temple Paraplanning Oct 2010 - Present
    Leading a team of 10 people, supporting Financial Advisers across the UK.
    View
  • Temple Wealth Management
    Paraplanner
    Temple Wealth Management Nov 2009 - Present
  • National Ifa
    Paraplanner
    National Ifa Sep 2001 - Nov 2009
  • Zurich
    Customer Service Administrator
    Zurich 1999 - 2001
    Group Risk
    View

Sarah Geraghty Dippfs Skills

Financial Planning Investments Wealth Management Financial Services Financial Analysis Inheritance Tax Planning Investment Advisory Microsoft Excel Retirement Investment Strategies Retirement Planning Pension Funds Portfolio Management Management

Sarah Geraghty Dippfs Education Details

Frequently Asked Questions about Sarah Geraghty Dippfs

What company does Sarah Geraghty Dippfs work for?

Sarah Geraghty Dippfs works for Temple Wealth Management Ltd, Chartered Financial Planners

What is Sarah Geraghty Dippfs's role at the current company?

Sarah Geraghty Dippfs's current role is Operations Director at Temple Wealth Management.

What is Sarah Geraghty Dippfs's email address?

Sarah Geraghty Dippfs's email address is sa****@****h.co.uk

What schools did Sarah Geraghty Dippfs attend?

Sarah Geraghty Dippfs attended Cardiff University / Prifysgol Caerdydd.

What skills is Sarah Geraghty Dippfs known for?

Sarah Geraghty Dippfs has skills like Financial Planning, Investments, Wealth Management, Financial Services, Financial Analysis, Inheritance Tax Planning, Investment Advisory, Microsoft Excel, Retirement, Investment Strategies, Retirement Planning, Pension Funds.

Who are Sarah Geraghty Dippfs's colleagues?

Sarah Geraghty Dippfs's colleagues are Samantha Mos, Neil Prosser Fpfs Cert Smp Certpfs (Securities), James Kennett, Damian Bastin, Aylin Jones Dipfa Cemap Cerer Mlibf, Simon Ereira, Paul Davis.

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