Sarah Miller - GS Financial Services

Independent Financial Adviser  South Inch Business Centre, Perth, PH2 8BW
First meeting at adviser's own cost
An Independent Financial Adviser passionate about delivering simple, honest advice and helping clients to achieve their goals and objectives.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Sarah Miller
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

I am friendly, approachable and professional and you can be confident that your best interests are at the heart of everything I do.

We will work together to really understand your goals and make them a reality, whilst helping you navigate potentially complex financial situations in a clear and simple way.

Give me a call or send me a message and we can discuss how I may be able to help you.

Our main office is in Perth which you are welcome to attend however, I am home based and happy to meet you at your home when restrictions allow. In the meantime, I am conducting Zoom or Teams meetings.

Our services

I can advise on all areas of Financial Planning with my aim always being to protect and grow your wealth.

Specifically, my services include:

Retirement Planning:

I will help you to understand your options at retirement, whether you are saving enough to achieve the lifestyle you hope for and whether your pension is in the right place for you.

No matter how simple or complex your needs are, I would be delighted to help.

Protecting Your Family and Assets:

We will work together to ensure the right foundations are in place to protect you so that, if the worst should happen, you or your family do not have to give up on your dreams or goals.

Investment Advice:

Perhaps you have a lump sum and are unsure what to do with it, or maybe you are saving for something important or special. You may even have an investment that has not been reviewed in some time or have concerns about the ethics of your current investments. Whatever you're concern or aims, I can assist.

Where to find us
Head office address: South Inch Business Centre, Shore Road, Perth, PH2 8BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.

Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th June 2021

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