Senior Financial Planner (Expat)
Sharon joined Alexander Beard Group in October 2018, having worked in the Financial Services industry for over 25 years. She started her career with Pearl Assurance in 1991 and has worked for HBOS and at two Chartered Financial Adviser firms based in Chester.
In November 2015, she qualified as an Independent Financial Adviser, providing advice to clients in all aspects of financial planning. Sharon holds the Diploma in Financial Planning (DIP PFS) and the Advanced Level Qualification in Pensions Planning and continues to work towards achieving her Chartered Financial Adviser status. She is also qualified to provide mortgage and Equity Release advice.
Sharon joined the Expat Division providing pension specialist advice to expatriates and will also advise UK based clients for the UK Financial Planning Division.