Sharp Wealth Management - Horley

Sharp Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial planning and wealth management services, Sharp Wealth Management presents a compelling option. Located in Horley, Surrey, this established firm offers a personalized and comprehensive approach to managing financial goals. They operate from their address at 1, Sharp Wealth Management, Mayfield Court, 56 Massetts Rd, Horley RH6 7DS, United Kingdom. Prospective clients can easily contact them via phone at 7590542734 or through their website: partnership.sjp.co.uk.

Sharp Wealth Management is a partnership with St. James Place Wealth Management, a highly regarded and regulated financial planning firm. This affiliation provides Sharp Wealth Management with access to a wider range of resources, investment strategies, and expertise. The firm’s core focus is on creating tailored financial plans that align with each client’s unique circumstances, objectives, and risk tolerance. Their services extend beyond simple investment management to encompass retirement planning, inheritance tax planning, and estate planning, ensuring a holistic approach to financial well-being.

Key Features and Services

Here’s a breakdown of the key features and services offered by Sharp Wealth Management:

• Personalized Financial Planning: The firm emphasizes a collaborative approach, working closely with clients to understand their financial goals and develop a customized plan to achieve them.
• Investment Management: They offer a range of investment options, including actively managed funds, ETFs, and individual stocks and bonds, catering to diverse investment styles.
• Retirement Planning: Sharp Wealth Management assists clients in planning for a comfortable retirement, considering factors such as pension contributions, income streams, and long-term care needs.
• Tax Planning: Strategic tax planning is integrated into the financial plan, aiming to minimize tax liabilities and maximize after-tax returns.
• Estate Planning: They provide guidance on estate planning matters, including wills, trusts, and inheritance tax planning, ensuring assets are distributed according to clients’ wishes.
• Online Appointments: Clients can conveniently schedule and attend online appointments, offering flexibility and accessibility.
• On-Site Services: For those preferring face-to-face consultations, on-site services are available at their Horley location.

Location and Accessibility

Sharp Wealth Management’s physical location is strategically situated in Horley, a desirable commuter town in Surrey. The office is located at 1, Sharp Wealth Management, Mayfield Court, 56 Massetts Rd, Horley RH6 7DS. The firm is committed to ensuring accessibility for all clients. Specifically, the premises feature:

• Wheelchair-Accessible Car Park: A dedicated parking space for wheelchair users is available.
• Wheelchair-Accessible Entrance: The entrance to the building is fully accessible, accommodating wheelchairs and other mobility devices.
• Wheelchair-Accessible Toilet: A fully accessible toilet is provided on-site.
• Toilet Facilities: Standard toilet facilities are available.

Client Feedback and Reputation

Sharp Wealth Management has garnered positive feedback from its clients. Currently, the firm boasts 7 reviews on Google My Business, with an average rating of 5/5. This exceptional rating reflects the firm’s commitment to providing high-quality service and building strong client relationships. Clients consistently praise the firm’s professionalism, expertise, and dedication to meeting their individual needs. The customer service is consistently highlighted as a key strength. Here’s a summary of what clients are saying:

Other points of interest include the firm’s LGBTQ+ friendly policy and the recommendation of appointments to ensure clients are fully prepared and informed. The firm operates within a strict regulatory framework, overseen by St. James Place Wealth Management, guaranteeing a high level of professionalism and client protection. Their commitment to ethical conduct and transparency further reinforces their reputation as a trustworthy and reliable financial planning partner.

Conclusion

In conclusion, Sharp Wealth Management presents itself as a well-established and client-focused financial planning firm. Situated in a convenient location with excellent accessibility, and backed by the strength of St. James Place Wealth Management, they offer a comprehensive suite of services designed to help individuals and families achieve their financial goals. The overwhelmingly positive client feedback, coupled with their dedication to personalized service and regulatory compliance, makes them a strong contender for those seeking professional wealth management assistance. Potential clients are encouraged to contact them directly to schedule an appointment and discuss their specific needs.

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👍 Reviews of Sharp Wealth Management

Phil V.

5/5

Having moved a pension to SJP Michael has been my Financial Advisor for three years now. His help recently in obtaining a pension payout from another company was excellent. Michael is always available to talk too, either over the phone or face to face. He is always proactive in recommending fund changes in response to changing market conditions and I have so far always gone with his recommendations. This I believe is a major benefit as although I am fairly competent with finances his knowledge in this area is far superior to mine and I really wouldn't know which funds I should be investing in.

PJK L.

5/5

Michael is super professional and the way in which he explains your options to you makes it easy to understand. He has an excellent knowledge of macro and micro economic topics which is important in helping you to plan for your own financial goals and how these may impact you. He offers a wide variety of products that I found perfectly fitted my own goals and my appetite for risk. I highly recommend his service.

Fiona S.

5/5

I am so grateful for all Michael's help and support in sorting out my financial affairs after various issues arose with my previous adviser. Michael has been shown his diligence and patience in dealing with all the roadblocks that have arisen over the last year. I highly recommend Michael for his knowledge of the financial markets and his sound investment advice. I only wish that I had not made the move over to Sharp Wealth Management sooner!

Pene R.

5/5

I have dealt with Mike for a few years now and can’t express how very engaging and knowledgable he is. His service levels are second to none and he is up to speed on market trend that leads to wise and profitable investment advice. Excellent service levels with all advice validated by easy to follow modelling and reporting. Top notch services and advice.

Ben A.

5/5

Michael is a great financial planner. He has super impressive knowledge and also has a great network of people he can introduce you too. I highly recommend him

Eugene C.

5/5

Thomas B.

5/5