Sara Titmus

DipPFS

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Tel: 01923 853774
Mob: 07885 544725
Email: st@dgsifa.com
Web: www.dgsifa.com
Attend: WWB - Wednesday Group
Address:

DGS IFA Ltd, 100 London Road Shenley Radlett Herts WD7 9DX

About me

I’m a Diploma qualified Independent Financial Adviser, working primarily with individuals and families throughout their lives. I specialise in later life planning, including lifetime mortgages, equity release and planning for long term care and inheritance tax. My services also include mortgages, life and income protection, retirement planning and ethical investments. I also advise small business’ on director protection, pension’s and Auto Enrolment pension schemes.

My history

 

I started working in financial services in 1993 with Barclays Bank. During my early career I predominantly worked with estate agents, giving me an extensive background in mortgage planning. After becoming an Independent Financial adviser in 1998, I continued to work in the St Albans/South Herts area, joining DGS, as the business’ first female IFA, in the summer of 2010. My qualifications

  • R01 – Financial services, regulation and ethics
  • R02 – Investment principles and risk
  • R03 – Personal taxation
  • R04 – Pensions and retirement planning
  • R05 – Financial Protection
  • FPC – Financial Planning Certificate
  • CF6 – Mortgage advice
  • CF7 – Equity release
  • CF8 – Long term care planning
  • HR1 – Home reversion