Sharon Burton

DipPFS

Senior Financial Adviser

Financial advice areas

Equity release, Inheritance Tax planning, Investment advice, Long term care, Mortgage advice, Pension advice, Pension sharing in divorce, Personal financial planning, Personal protection, Retirement planning, Trust advice

Area locations

Derbyshire, East Midlands, Leicestershire, Lincolnshire, Midlands, Warwickshire, West Midlands, Worcestershire

About me

I have been in the financial industry since 1999. I have clients all over the Midlands and I pride myself on providing excellent customer service.

I am passionate that my client’s dreams and objectives are achieved in all their financial requirements.

I love what I do particularly as each day is never the same and I get great satisfaction helping my clients achieve their financial goals.

I was awarded Customer Service Champion in 2001 – which meant I was sent to the USA to complete their ‘Disney Customer Service Experience’ at the Walt Disney theme parks, going behind the scenes to witness how they deliver excellent customer service.

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