Contact Details

Sharon Witney APFS
Chartered Financial Planner

Sharon’s eye for detail and desire to help people achieve their financial goals stands her in good stead when she’s providing financial advice to individuals and small businesses.

With over 15 years’ experience under her belt, you’re in safe hands when it comes to dealing with pensions and investments, “I am part of a team who are very experienced in all aspects of financial planning. Trust is very important when you’re handling personal issues and being a female in a male-dominated industry can help with empathy for clients.”

Sharon specialises in pensions and investments and has a keen interest in working with pensions connected to divorce and court orders. She started her career as a mortgage broker and has worked in estate agency and conveyancing.

Sharon turns her hand to most practical things and even rewired her house once! She describes herself as ‘serial hobbyist’ and loves reading, sewing, walking and a bit of gardening. Her current passion is scouring eBay and collecting vintage items.

“Being empathetic and sharing some of your own experiences helps to build relationships with clients, it makes them more comfortable and hopefully puts them at ease.”

Exeter office

26-28 Southernhay East, Exeter, Devon,

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