Matthew Sharp
Sharp Financial Planning Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in York
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Matthew has provided information on their typical fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Matthew has provided information on their typical fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Thank you for taking time to look at my professional profile. I am an independent financial adviser and offer friendly and impartial advice with all charges discussed upfront and openly. I have over 10 years of financial advice experience, having previously worked for NFU Mutual and Santander before setting up my own business. My ethos has always been to ensure the client is at the heart of everything I do and I take great pride in ensuring I improve my clients finances and help achieve their goals and objectives for the future. I provide advice ranging from reviewing savings and investments plans, mortgage and protection policies, to helping clients with retirement planning, pensions advice, your pension options at retirement and tax-efficient planning strategies. An initial meeting, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and objectives with myself where I will explain the services I provide and the positive outcomes you can expect from working with me.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Matthew's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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