Sarah Demmon FPFS

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Sarah Demmon FPFS
Chartered Financial Planner

 

New-Chartered-Logo-Planner-1-265x300     Equity Release Council

Sarah is a Chartered Financial Planner and a Fellow of the Personal Finance Society.  She has worked in financial services since 1990 and has specialist skills in pre & post settlement divorce finance.  She joined AVT in 2015 and works with both individual & corporate clients in the planning of retirement, investment and financial protection.

“ I sincerely believe that getting the right independent financial advice is vitally important, and that everyone is different, having very individual financial goals and objectives. I really enjoy, and get so much satisfaction from, helping my clients, and have many long-term client relationships built on the foundations of mutual trust and respect.  Outside of work, you will find me mostly taxi-ing my teenage boys around, walking my dogs, playing netball and baking!”

How I can help

  • Holistic financial planning
  • Pre & Post retirement planning
  • Savings and investment advice
  • Wealth management
  • Equity release specialist
  • Personal protection
  • Pre & post divorce finance
  • Pension transfer specialist

My achievements and advanced qualifications

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Equity Release Council member
  • Regular presenter at AV Trinity seminars
  • AF1 (Personal tax & trust planning)
  • AF3 (Pension planning)
  • AF5 (Financial planning process) 




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