Our Team

Sharon L Percival Dip PFS | Financial Planning Manager

Sharon L Percival Storey

I have been with Streets Financial Consulting plc. for over 20 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

Jane Smethurst APFS | Chartered Financial Planner | Financial Planning
Manager

Jane Smethurst

I am a Chartered Financial Planner and have been an independent financial adviser for the past 18 years. I have worked in the financial services industry for 25 years in a variety of roles. My aim is always to approach each client on an individual basis and really get to know to them so that I can ensure my advice is truly focused on their needs and objectives. I try very hard to speak in plain english and make complicated planning seem as simple as possible. I particularly enjoy advising clients in retirement, and helping them with their income, investment and succession planning. Pension work is also a major area for me and despite pension simplification, and now pension freedom, pensions remain complex and the need for advice and professional guidance has never been greater. I am fully qualified to deliver all aspects of financial planning advice.

Patrick Varley Dip PFS | 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 8 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 7 months 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.

Melanie Preston | Client Services Manager

Melanie Preston

I have worked within the financial services industry for the last 12 years and built a wealth of knowledge and experience. I joined Streets Financial Consulting in September 2015 and I provide full administration and technical support to the Financial Planning Managers.

My home life is occupied by entertaining my young daughter and visiting Italy.

Alice Maloney Cert CII (FS) | Client Services Support

Alice Maloney

I joined Streets Financial Consulting in December 2015, prior to this I have worked in the Financial Services industry for the past 3 years. I provide administration support to all the Financial Planning Managers. I obtained the Certificate in Financial Services in May 2016 and I am now working towards the Diploma in Regulated Financial Planning.

In my spare time I enjoy socialising, playing netball and going to the gym.

Robyn Purr | Client Services Support

Robyn Purr

I am one of the newest members of the Streets Financial Consulting team. I have worked within the Financial Services industry for the past 6 years and currently working towards the Diploma in Regulated Financial Planning. I provide support to all the Financial Planning Managers.

In my spare time I enjoy spending time with my family, socialising, baking and walking my dogs.

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