Home - Sharp Financial Planning Ltd

Providing independent financial planning and advice to clients across Yorkshire

What we do

Sharp Financial Planning provides individuals and corporate clients with expert independent financial advice.

Financial planning means different things to different people; you may want to reduce your tax liabilities, plan for your child’s education, finance the purchase of a home, or perhaps secure a decent income for your retirement. Alternatively, you may simply want to make sure your financial position is protected while you raise a family or build up a business.

Whatever your needs, Sharp Financial Planning can provide impartial independent advice to help you make the right decisions for your situation.

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Our services

“Had an appointment with Matthew to discuss what options were available to me. Any options were fully advised with any pro/cons and what any process would look like were fully explained. After taking my situation in he advised that currently there was no need for any changes at the moment and to arrange an appointment at a time when some actions maybe needed. Matthew didn’t even charge for his time with there being nothing for him to do at the time. Would 100% recommend Matthew for his knowledge and honest feedback/advice.”

“Matthew helped arrange my mortgage and went through financial planning with me. I have seen the outcome I wanted and better”

“I was seeking to transfer my various pensions to allow more direct control and flexibility.

Matt had the specialist knowledge and experience to deal with the various pensions scheme and understood the desired goal.”

“Had an appointment with Matthew to discuss what options were available to me. Any options were fully advised with any pro/cons and what any process would look like were fully explained. After taking my situation in he advised that currently there was no need for any changes at the moment and to arrange an appointment at a time when some actions maybe needed. Matthew didn’t even charge for his time with there being nothing for him to do at the time. Would 100% recommend Matthew for his knowledge and honest feedback/advice.”

“I needed knowledgeable assistance and advice on making the most out of existing savings, and options available for pensions.

Matthew provided us with beneficial advise on personal savings and investment. He also advised on how to reduce the company tax burden with increased pension contributions.”