You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.
Please read the terms and conditions before proceeding.
Please note these are subject to change at any time.
The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.
The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.
I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.
By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.
Professionally qualified as a financial adviser, Sharon holds the Diploma in Financial Planning and has over 25 years experience in the financial services industry. Sharon is passionate about building relationships with her clients based on trust and understanding, and providing continuity of service over many years and sometimes throughout generations.
Sharon puts her client’s lifetime goals and objectives at the forefront of all her recommendations, helping them to make the best decisions (sometimes difficult ones) now in order to achieve their financial goals later in life. She uses Life Planning tools to help clients visualise whether they are on track to meet their goals.
Sharon provides comprehensive wealth management solutions, with particular focus on investment advisory, discretionary services and financial planning with private clients, trusts and some charities.