Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Sharon provides a completely dedicated service to her client’s financial needs
Sharon has worked in financial services for 20 years with experience in all areas of financial planning. She is proud to have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Sharon has achieved the highest accolade by the CII of Fellowship. This award demonstrates that she has satisfied rigorous criteria relating to professional qualifications and ethical good practice so you can be confident that you are dealing with one of the UK's leading financial planners, who is wholly committed to providing you with the best possible advice, service and support.
Sharon looks to nurture a long term relationship with her clients and their families by building a strong bond and trust. Sharon believes by taking time to get to know her clients and their needs through regular face to face meetings, she is able to recommend a bespoke solution. A continued review service helps them remain on track to achieve their financial objectives.
Sharon is a fully licensed consultant for clients requiring assistance with Long Term Care and is able to provide her clients with the best advice possible when it comes to planning for a loved one’s long term care.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.