Giovanni Sartori BSc(Hons) APFS - DGS Chartered Financial Planners

Giovanni Sartori BSc(Hons) APFS

About Me

After university I began my financial services career with General Accident Life, as an IFA Consultant. Over the last 32 years I have worked for several large financial institutions including Aviva, Aegon, and Prudential

During this time, I partnered with financial advisers to assist them and their clients in a wide range of areas including Pensions, Retirement Planning, Investments, Estate Planning, and Trust Planning. I decided to use the knowledge and experience I have gained over my career working with financial advisers, fund managers, and industry & technical experts to become an Adviser, and I joined DGS as a Chartered Financial Planner in April 2022.

I am looking forward to building long term relationships with clients, helping & supporting them to achieve their goals whether it’s retiring early, leaving a legacy, helping their family, improving their work/life balance, and providing a first class, helpful, reliable, and professional service.

My Qualifications

  • AF5 – Financial Planning Process
  • AF4 – Investment planning
  • G10 – Taxation and Trusts
  • G60 – Pension Planning
  • K10 – Retirement options
  • J06 – Investment principles, Markets and Environment
  • J11 – Wrap and Platforms Services
  • R01 – Financial Services, Regulation & ethics
  • R03 – Personal Taxation
  • SV1 – Savings and Investments
  • CF9 – Pensions Simplification
  • FPC – Financial Planning Certificate