Financial Planning in York
About Us
Sharp Financial Planning is owned and run by Matthew Sharp who has over 15 years’ experience working in financial services, where he built up a wealth of knowledge and advised a wide of range of clients. Matthew set up Sharp Financial Planning to ensure he could deliver the best advice possible; providing independent advice in an open and honest manner, with the clients’ best interests at heart.
We understand that everyone has different circumstances, needs, goals and aspirations. Our aim is to understand both your financial position now and what needs to change for you to reach your future plans. By working for our clients and not any one financial firm, we ensure each client gets a personalised solution for their needs, rather than a one size fits all package. Our advice is completely independent, and we are not tied to or associated with any fund management or financial product provider.
How we can help
You work hard for your wealth, so it is only natural for you to want it to work as hard for you as you do for it.
At Sharp Financial Planning, we can advise you at every step of your financial journey to ensure you’re on the right path to achieve your goals, or help you make the necessary changes need to get you there.
Our core values
Independence
We have no ties to any single provider and are not limited on certain financial products. We research the whole marketplace to find the best solution to meet your needs.
Service
Putting our clients at the heart of what we do – it is a simple value, but one we proud of. We are happy to provide advice either face to face, online or via the telephone to ensure we make this journey as convenient as possible.
Professionalism
We have experience advising clients of all ages, occupations, and circumstances. We also ensure qualifications and knowledge are maintained. We take pride in the work we do for our clients, but don’t take our word for it! See our client reviews.
2Plan Wealth Management
Being a smaller local business has many benefits; from having more time to get to know our clients, being able to adapt to changing client needs quickly, to being able to deliver a bespoke financial plan for each client. It can be difficult for larger organisations to deliver such a personal and individualised service, which is what we strive to offer. We believe we have the best of both worlds – a small local business, but we are proud to work alongside 2Plan Wealth Management, one of the leading firms for financial advisers.
Launched in July 2007, 2Plan provide Sharp Financial Planning with head office administration, technology support and regulatory teams. This allows us to focus on our clients and deliver the best possible service. Our partnership with 2Plan not only provides us with a cutting edge back-office system, but also provides our clients with a secure, yet easily accessible Client Access Portal. This enables our clients to be able to monitor their plans, contact their adviser securely, view their documentation and view and update their personal and financial information from one simple log on.