As Financial Services Director, Sharon has developed a specialism in Inheritance Tax planning and trust investment and her Chartered Insurance Institute qualifications include AF1 - Personal Tax and Trust Planning.
As well as private clients, she also works with solicitors and accountants in meeting their obligations as attorneys and trustees.
Sharon has specific experience in Inheritance Tax mitigation with investment/trust planning, tax efficient investment planning using EIS and VCTs, family protection, trust and personal investments and she is also qualified to give advice on Long Term Care planning.
Personal Financial Planning
For over 30 years, we have provided financial planning services to clients across the UK. Work with us and discover the best way to manage your money.Learn more
Our Bedford office is located at Wyboston Lakes at the interchange of the A1/A428.Learn more
Our Cambridge office is located in easy reach of the city centre and surrounding area.Learn more
Located at the A1 Business Park at Long Bennington, our Grantham & Newark office acts as a hub to service …Learn more
Our Hull office is located in easy reach of the city centre and surrounding area.Learn more
Our Lincoln office is located in easy reach of the city centre and surrounding area.Learn more
London - King's Cross
Built in the mid-1860s, The Stanley Building was originally one of five innovative social housing projects for railway workers. Today …Learn more
London - Covent Garden
Our Covent Garden office is located very much at the heart of the entertainment industry. The nearest Tube station is …Learn more
London - Shoreditch
Our London – Shoreditch office is located just a short walk away from Old Street tube station and Shoreditch rail …Learn more
Our Manchester office is located in Hardman Square, Spinningfields in Manchester city centre.Learn more
Our Newmarket office is located within easy reach of Junction 37 off the A14 and Newmarket town centre.Learn more
Northampton & Kettering
Our Northampton & Kettering office is conveniently situated just off the A45 at the Warth Park logistics and business park. …Learn more
Our Peterborough office is located just off the intersection of the A1 (Junction17)/A605 and is in easy reach of the …Learn more
Our Sheffield office is located just off the Sheffield Parkway (A630) heading into Sheffield city centre.Learn more
Our Stevenage office is located just off Junction 7 of the A1(M) where it intersects with the A602 and is …Learn more