We are proud to be accredited by the following organisations:

Fiona Sharp

Stephanie Clark

This website is applicable to UK Residents only.

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Kind words 2017-12-08T09:20:05+00:00

My wife and I have been clients of Fiona’s for over 16 years and we have the greatest confidence in her and the support she has provided for us. Fiona takes enormous care to understand our requirements and circumstances and then develops options and proposals for our consideration. Our review meetings are always interesting and enjoyable and Fiona always makes sure that we understand the issues and the technicalities. Basically it is a question of trust and we have no doubt that we get great support and advice from Fiona and that she has our best interests at heart. Nothing is too much trouble and we know we can always call Fiona for help and advice and get an excellent response. We have no hesitation in recommending Fiona to others and, indeed, we have done so many times and she is working with a number of our friends and family.

Alan & Clare Gavurin

Over the past 10 years Stephanie has provided consistently good and sound advice that has gone beyond the original remit of pensions to cover broader aspects of financial planning for retirement for me and my family. Stephanie shows a keen interest to understand short, medium and long term plans so that we can arrive at a set of packages that help achieve near term financial goals as well as navigating the changing complexities of the UK pension system. Stephanie is always clear on the risks and upsides of various approaches and has proven to be a valuable partner in helping us prepare for the future. I would have no hesitation in recommending Stephanie to anyone who needs a common sense approach to financial planning.

John Stewart

I was struggling to make sense of the financial implications of my divorce, especially as I also owned business’ with my then husband,  the situation was complicated and difficult to translate into what my real situation would be.  Fiona’s professional approach and attention to detail was a breath of fresh air for me, as it was a very worrying time.  I needed someone with a clear head and who I could trust to work on my behalf, she is approachable and very understanding. I felt truly supported because of both her in-depth knowledge but also the way in which she communicated with me throughout the process.  I would highly recommend her.

Michaela Vaux

I have known Stephanie as my Financial Advisor for over 12 years and I have always found her to be trustworthy, reliable and competent. Over the many years I have known her, I feel I have received good, sound financial advice and she has always been patient and available to answer any queries or questions I may have had. Finally I have also recommended Stephanie to many friends or colleagues who were looking for a competent Financial Advisor.

Julia Hall

We have always received good advice from Stephanie, and the service provided is excellent.

Peter Swannell

I’ve known Stephanie for many years and have always been impressed with the professional, friendly service she offers. Stephanie prides herself on providing truly independent advice in the best interests of her clients and I wouldn’t hesitate to recommend her services to anyone else looking for personal financial advice.

 

Anna Coney

I’ve been a client of Fiona for about five years and would like to express my thanks for all the great advice on both divorce and pension. Fiona always manages to make sense of the multi layered situations and the financial implications of different paths I’ve pondered taking, her advice is always given in a clear and straightforward manner without any hint of salesmanship.

John O’Malley