Sharon Butter BA (Hons)

Financial Adviser

Financial Advice Areas

Retirement Planning; Personal Financial Planning; Wealth Accumulation; Pensions and Investments; Tax Planning; Trustee Investments; Long Term Care Planning; Personal Protection; Annuities; Auto Enrolment.

Geographical Areas

Birmingham, Dundee, East Midlands, Middlesex, Midlands, Surrey, West Midlands.

About Sharon Butter

In 2004 after completing a BA (Hons) in Management, where I focused on Financial Services in my final year, I graduated from the University of Abertay, Dundee.

Before joining Ashwood Law Wealth Management in January 2015 I had worked as an IFA and Paraplanner for 8 years, following an earlier role with HBOS in their branch network for a period of 2 years.

I also completed the Diploma in Financial Planning in 2012.

Seeing my clients reach their personal financial objectives gives me great pleasure, as does helping people understand their financial matters in a simple and friendly manner.

I strive to deliver a clear personal experience with an excellent ongoing service.

My interests include traveling to new places, spending time with family and friends, and keeping fit by going to the gym and playing badminton.

Testimonials

” I feel I can always ask questions, no matter how stupid, and I will get an honest answer. I like it that she is so smart but not at all intimidating. I don’t have vast wealth but It helps to know I am not alone in trying to manage it.” - Ms V Dean, Hampton

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax planning is not regulated by the Financial Conduct Authority.

 

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