Sharon Grubb

Areas of expertise

Financial planning including pensions, retirement, later life, family protection (life assurance and income protection), inter-generational and inheritance tax

 

Experience

Sharon has nearly 30 years experience providing financial planning advice to individuals and their families, helping them to achieve their financial objectives

 

Notable achievements

Helping clients to accumulate sufficient savings to fund their retirement and manage their retirement income on an ongoing basis. Helping clients with overall planning to achieve financial security for themselves and their families. Speaking at Smith & Williamson events covering topics relating to financial planning including later life planning and pensions.

 

Professional qualifications

Associate of the Chartered Insurance Institute, Fellow of the Personal Finance Society and Chartered Financial Planner.

 

You can find Sharon at:

  • Salisbury

 

Departments:

  • Financial services

Contact us

Sharon Grubb Consultant financial planning
Sharon Grubb

Consultant Salisbury +44 (0)1722 431031

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