About Sharon Marson

Sharon Marson

APFS ACII MSc Certs CII(MP & ER)

I have been working in the financial services industry since 1995, and joined St. James's Wealth Management in 2013, previously having worked for Office of National Statistics and Aviva plc.

About

I have extensive experience in providing bespoke solutions for all my clients’ financial planning needs, both for businesses and individuals. I use my expertise to help clients achieve their financial goals. My key aim is to take the burden of financial planning off the individual or business to ensure this leaves time for clients to enjoy their own life and run their own business with the peace of mind knowing their finances are in the best shape possible.

I have a first-class Honours degree in Economics and Econometrics, an M.Sc. (Distinction) in Business Statistics and am an Associate of the Chartered Insurance Institute. I am a member of the Society of Later Life Planners, with specialist knowledge for those needing advice about financial issues affecting people in later life.

Testimonials

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Sharon is very thorough in her presentation of facts, analysis of situations and proposing appropriate strategies. She demonstrates confidence with integrity and reliability which has enabled us to transfer funds to St. James's Place, she ensured a smooth transfer with good communication with our pr...
Anonymous |Business Development Director, Minchinhampton

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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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.