Bev Sharp
Head of Advice Reporting
Professionally
Beverley has been with the business for more than 20 years, having joined us in 2001. Previous to this she held roles at a major bank and a general insurance broker.
Bev’s role as Compliance Manager involves developing, overseeing and reviewing internal control systems to ensure all financial advice given is compliant with regulations and legal guidelines.
- Pension transfers
- Certificate in Pension Transfer Advice (Pensions Transfer Specialist)
- Award in Long Term Care Insurance
- Diploma in Financial Planning (DipPFS)
- Diploma in Regulated Financial Planning (DipPFS)
- Award in Pensions Update
- Certificate in Life & Pensions (CertPFS (Life & Pensions))
- Certificate in Financial Services (General Route)
- Diploma in Bookkeeping
- Diploma in Payroll Management
Personally
When not studying towards achieving Chartered status (her next big goal), Bev is often providing a mum’s taxi service for her daughter’s many activities and hobbies.
Beverley in the spotlight
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Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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