Our Team

Sharon Percival DipPFS | Financial Planning Manager

Sharon Percival Storey

I have been with Streets Financial Consulting plc. for over 25 years and have built up a portfolio of private clients and trusts.

As a Financial Planning Manager, I have developed a specialism in Inheritance Tax planning and trust investment and my Chartered Insurance Institute qualifications include AF1 – Personal Tax and Trust Planning.

As well as private clients, I also work with solicitors and accountants in meeting their obligations as attorneys and trustees.

Over the years I have helped hundreds of clients in ensuring their investment portfolios are well diversified and tax efficient. I enjoy dealing with clients and their families and building long term relationships.

Specialities

Inheritance Tax mitigation with investment/trust planning
Tax efficient investment planning using EIS and VCTs
Family protection
Trust investment
Personal investment planning

Patrick Varley DipPFS | Financial Planning Manager

Patrick Varley

I have worked in financial Services for over 20 years within a variety of Senior Advisory and Management roles across the East Midlands, New Zealand and City of London.

As an experienced IFA, I am highly skilled in developing personalised Investment and Retirement planning solutions that are tailored to the needs of each individual client.

I hold the Chartered Insurance Institute’s Advanced Pension (G60) and Tax and Trust (G10) qualifications. I have a wide range of experience – garnered at home and overseas enabling me to develop sustainable financial plans using tax-effective Retirement, Investment, Wealth Preservation and Inheritance Tax planning solutions.

Jodie Hayes Cert CII (FS) | Office Manager

Jodie Hayes

I have worked for Streets Financial Consulting for over 10 years now and am now primarily responsible for managing our administration team and overseeing the everyday running of our office, client systems and software.

I provide technical support to our Financial Planning Managers by carrying out product research, portfolio valuations, fund research, new business submission and some report writing and also manage all correspondence with our clients and product providers.

I also liaise with Accountants, Tax advisers and many other professionals on a day to day basis.

In my spare time I enjoy spending time with my family, 2 dogs, socialising and eating out.

Melanie Richardson | Administrator

Rachel O'Donnell

I have worked for Streets Financial Consulting for over 4 years now; my position covers a wide range of administration duties assisting the whole team to work efficiently.

Prior to my role at streets I was a supervisor/ Administrator at a wholesaler for 9 years.

In my spare time I enjoy walking, sewing, cinema/theatre and spending time with my family and friends.

Joseph Sears DipPFS | Paraplanner

Joe Sears

I have been working in financial services for almost 6 years where I have built up an extensive knowledge of investments, pensions, tax and trust planning. I passed my Regulated Diploma in Financial Planning in April 2017 and I am working towards chartered status. I pride myself in working closely with clients to provide a personalised financial planning strategy.

In my spare time I enjoy spending time with my family, walking our dog and playing guitar.

Robyn Purr | Client Services Manager

Robyn Purr

I joined the team at Streets Financial Consulting in July 2016 and provide technical support to all the Financial Planning Managers. I have worked within the Financial Services industry for over 8 years, providing support to Independent Financial Advisers and I am currently working towards the Diploma in Regulated Financial Planning.

Outside work I enjoy cooking, baking and spending time with my family.

Jennifer Smith CeFAP

Robyn Purr

I joined Streets Financial Consulting 5 months ago, supporting the Financial Planning Managers. I have worked in the Financial Industry for 18 years in the banking sector. Within the last two years I have moved into the Independent Financial Adviser services and successfully passed my certificate in Financial Planning and Administration.

In my spare time I enjoy spending time with my family, friends and my miniature schnauzer. I also enjoy cycling and playing the piano.

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