Sarah Elson
Chartered Financial Planner Director @Berry & Oak
Boston Spa, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2018 — Present
Chartered Financial Planner Director @Berry & Oak
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Boston Spa, GB
EDUCATION
1986 — 1991
Kimberworth Comprehensive School
GCSE
SKILLS
ManagementFinancial ServicesBusiness DevelopmentWealth ManagementInvestment StrategiesPortfolio ManagementOffice ManagementFinancial AdvisoryBusiness Relationship ManagementFinancial PlanningBusiness ProcessWealthAccount ManagementDue DiligenceInternal ControlsInvestmentsRelationship ManagementFinanceStrategic PlanningCash Flow AnalysisCustomer ServiceProject ManagementPension FundsHolistic Financial PlanningRetirement PlanningBusiness StrategyCompliancePensionsOffice AdministrationCashflow Analysis
ABOUT SARAH ELSON
Berry & Oak are proud to be an Accredited & Chartered Financial Planning Firm. We…
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