Client Area

Samantha Sharp

HR & Office Manager

I started work in the Financial Services industry in 2015. My role can be very fast-paced and challenging but I love how varied it is, dealing with everything from assisting with the day to day running of the office to recruitment, project management and HR processes.

QUALIFICATIONS

CMI Level 5 – Management & Leadership
LP2 – Financial Services Products & Solutions
R01 – Financial Services, Regulations & Ethics

Now for the personal part…tell us about you

I am also interested in house renovations (not that I have completed one yet!). I follow tonnes of Instagram accounts to help me get ideas for my own home. I’m also a sucker for a Primark haul – I love finding little gems and making it a bit pricier!

What's your favourite memory?

My favourite memory was when I went to Las Vegas for my 30th Birthday. The staff here put a collection together to pay for me to jump from the top of the Stratosphere hotel as a surprise – and now I’ve caught the daredevil bug and want to do a sky dive!

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

Book a no obligation meeting at no cost to you

Looking to manage your wealth effectively? 

Informed Financial Planning invites you to an exclusive event, Wealth Management Workshop – Building & Protecting your Money, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited; however, as valued clients of Finnies Accountants, you are granted priority access
Register Here