Sarah Ross Chartered Financial Planner, Apfs Email & Phone Number

Exeter, England, Gb

Exeter, United Kingdom

* 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… Show more * 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

Devon

* 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… Show more * 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

Devon

⋅ 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… Show more ⋅ 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

Devon

⋅ 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… Show more ⋅ 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