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
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
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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