The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Sharon Percival DipPFS
Financial Services Director
I have been with Streets Financial Consulting Ltd 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.
Specialties
Inheritance Tax mitigation with investment/trust planning
Tax efficient investment planning using EIS and VCTs
Family protection
Trust investment
Personal investment planning
Jodie Hayes Cert CII (FS)
Office Manager
I have worked for Streets Financial Consulting Ltd 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
I have worked for Streets Financial Consulting Ltd 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.