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Sheila
Tarr
Independent
Financial Services |
Advisers | |
Sheila TarrJoined Scottish Amicable in 1983 and then moved to work for a financial services company in Fareham in 1985 to gain experience in the Independent Sector. She was taken on in 1988 as a Director to form a financial services company for local estate agents, Morris Dibben, owned by Lloyds TSB. In 1988 FIMBRA was formed and qualifications became compulsory, so she successfully passed the Financial Planning Certificate, followed by CeMap, Pensions Simplification and Equity Release later. This role stood her in good stead when she was made redundant in 1997 and decided to go self-employed and Sheila Tarr I.F.S. was formed. Since then the business has grown, mainly from personal recommendations, to a team of 10 advisers & support staff. The main objective of the business is to provide products from the whole market, a good service, and for everyone to enjoy the most from their savings, protection and retirement planning.Rebecca FritterJoined Scottish Life in 1995 as an administrator and successfully passed her Financial Planning Certificate (FP 1,2 & 3), then moving into a Broker Consultant position in 1999 providing support and technical assistance to IFA's in particular with regards to retirement planning. Successfully passed the Advanced Financial Planning paper (G60) in Pensions in 2001. Left Scottish Life in 2003 to gain client facing experience through a National estate agency firm and passed CeMap (Certificate in Mortgage Advice), and joined Sheila Tarr I.F.S. in October 2004 as a Financial Adviser. Since joining Sheila Tarr IFS, further qualifications obtained in Equity Release (ER1) and Pension funding options (JO4). Works on all areas of planning but with particular emphasis on pre and post retirement planning and investments.Vanessa RoweVanessa joined Sheila Tarr I.F.S. in January 2008 as a Mortgage Adviser. Prior to this, she also worked as a mortgage adviser for a national estate agent. Although studying for her financial planning certificate she continues to specialise in mortgages and mortgage related protection. |
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Your home may be repossessed if you do not keep up repayments on your mortgage. Your investment may go down as well as up, you may not get back the full amount invested. Past performance is not a guide to future performance
Sheila Tarr Ltd is Authorised and Regulated by the Financial Services Authority |
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