Sara Guy

WORK HISTORY

EDUCATION

ABOUT SARA GUY

My role initially is to get to know your story. Where you are now, how you got here and where you want to be. Your life goals are at the heart of what I do.Secondary to this is looking at the resources you have to achieve your goals. This is where cashflow planning comes in, which allows us to add timeline events to see whether you are on track to meet your aims (for example retiring early, treating your family to a holiday, purchasing your first home).The third and final phase is to look at solutions to help you get to where you want to be, whether that\'s calculating how much additional funding you may need to do, adjusting your life goals or looking at tax efficient solutions that would help save you money over the longer term.Alongside personal planning I also give corporate advice, including extracting money from your business tax efficiently or setting up plans to protect your wealth for future generations.I enjoy my job because I help people achieve their short and long term goals and add meaningful value to the lives of individuals, families and businesses.I provide professional advice in the following areas: Pensions Investments Corporations Tax Protection Inheritance Tax planning Trust Planning Wealth Management I am a member of the Personal Finance Society and the Society of Mortgage Professionals which demonstrates my ongoing commitment to high professional standards.