Sarah Brown

Experience

• 

  Fidelium Financial Planners LImited

  Nov 2013 - now

  Director

  Heading up a High Net Worth Financial Planning business working with a limited number of clients to provide them with a comprehensive and high level of personal and bespoke service.We offer a true family service, looking after generations of families to ensure that wealth is maintained throughout in the most tax efficient way. Our USP is providing a highly cost effective investment proposition, designed to deliver consistent market returns, taking the guess work out of where future gains will come from. We have taken the time to listen to fwhat our clients really want; a safe pair of hands to manage their money, guide them through the financial maze they face at certain pivotal points in their lives, a highly personalised bespoke service, from someone they trust. Show less

• 

  Fidelium Financial Planners

  Nov 2013 - now

  IFA

  Specialising in Inheritance Tax and Trust work, particular knowledge of Pre 2006 Trust legislation and how that can impact on current Trust Planning. Helping Trustees adhere to the Trustee Act 2000 and ensure they are meeting their ongoing obligations; providing investment advice to meet the required criteria.