Sally Beresford

Areas of expertise

My sector specialisms are working with Senior Executives in all aspects of their financial plan throughout their career and in retirement, with clients at the time of a Divorce particularly regarding the implementation of a Pension Sharing Order and restructuring and rebuilding wealth and with Professional Athletes, in building a plan from the initial stages of their career, including specialist insurance, and into retirement.

Experience

I began my career in Financial Services 20 years ago after graduating from The University of Birmingham with a Bachelor of Commerce Honours Degree.

I am authorised as a Pension Transfer Specialist and have a strong technical knowledge in pensions advice in areas such as annual allowance and lifetime allowance planning considerations, income structuring and pension death benefits planning.

I provide advice to National Lottery winners as one of the chosen Chartered Financial Planners on the Camelot panel.

As a Chartered Financial Planner, I have strong technical knowledge and apply this in an easy to understand manner. I use cashflow modelling as a valuable tool to help demonstrate a client’s financial future and to provide clarity and comfort.

Notable client work and achievements

I have worked at Tilney Financial Planning since January 2013, being promoted to Director in 2018 and then to Partner in 2019.
I was a Finalist in the Women in Financial Advice Awards 2020 and 2021.

Professional qualifications and memberships

I have been a Chartered Financial Planner and Fellow of the Personal Finance Society since 2010.
I am a member of the Chartered Insurance Institute and Personal Finance Society.
I am authorised as a Pension Transfer Specialist.