- Financial Planning
- Personal Insurance
- Business Insurance
- Savings & Investments
- Wealth Preservation
Sharon Percival DipPFS | Financial Services Director
I have been with Streets Financial Consulting plc. for over 25 years and have built up a portfolio of private clients and trusts.
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.
Inheritance Tax mitigation with investment/trust planning
Jodie Hayes Cert CII (FS) | Office Manager
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.
Melanie Richardson | Administrator
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.
Holly Poplett | Client Services Administrator
I first joined Streets Chartered Accountants in June 2016 but moved across to Streets Financial Consulting in December 2018 to assist the Financial Planning Managers with various administrative duties.
Outside of work, I enjoy spending time with my husband & two children. Also reading, watching football and baking.
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