Sarah Blyth MSc, APFS, Certs CII (MP&ER)

Chartered Financial Planner and Director


What experience do you have?

I have worked in financial services since 2011, 3 years after obtaining a distinction in my master’s degree in International Business. Starting off my financial services career as a mortgage and protection adviser, I obtained my diploma in financial planning in 2013 and moved into holistic financial planning, looking at all aspects of financial advice. 

What do the letters mean?

APFS - A member of the Chartered Insurance Institute/Personal Finance Society and holding their Advanced Diploma level qualification.

Certs CII (MP & ER) - A member of the Society of Mortgage Professionals and holding their Certificate in Equity Release.

What Qualifications do you hold?

Advanced Diploma in Financial Planning

Certificate in Pension Transfer Advice

Certificate in Equity Release

Certificate in Mortgage Advice

Award in Long Term Care Insurance

AF1 Advanced Personal Tax and Trust Planning

AF4 Advanced Investment Planning

AF5 Advanced Financial Planning Process

AF7 Advanced Pension Transfers

AF8 Advanced Retirement Income Planning

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