Streets Financial Consulting

At Streets Financial Consulting, we understand that achieving financial freedom is not just about accumulating wealth, but also about having peace of mind and living the life you want. Our team of experienced professionals is dedicated to helping individuals, families, and businesses of all sizes achieve their financial goals and secure their financial future.

Our Story

We take the time to listen to your needs, hopes, and dreams, and work closely with you to create a personalized financial plan that meets your unique circumstances. Our expertise spans a wide range of financial services, including pension planning, investment management, insurance planning, and wealth preservation. We believe that financial planning should be tailored to each individual's or business's unique situation, and we take a holistic approach to ensure that our advice is tailored to your specific needs.

Our Services

We offer a comprehensive range of financial services, including:

Personal Financial Planning: We help individuals and families achieve their financial goals, whether it's saving for retirement, funding education expenses, or simply building long-term wealth.

Business Financial Planning: We work with businesses of all sizes to develop tailored financial plans that help them achieve their goals, from growing their business to securing employee benefits.

Investment Management: Our experienced investment managers work with you to create a customized investment strategy that aligns with your financial goals and risk tolerance.

Insurance Planning: We help individuals and businesses protect their financial well-being with tailored insurance solutions, including life insurance, critical illness cover, and income protection.

Wealth Preservation: Our wealth preservation strategies help individuals and businesses protect their assets from financial risks, such as inheritance tax, capital gains tax, and more.

Meet Our Team

Our team consists of experienced professionals who are dedicated to providing exceptional service and expert advice. Meet our team members, including Sharon Percival, DipPFS, who has over 25 years of experience in the industry, and Jodie Hayes, Cert CII (FS), who has over a decade of experience in administration and client support.

Our Expertise

We are committed to staying at the forefront of financial knowledge and best practices. Our team has extensive experience in a range of areas, including inheritance tax planning, EIS and VCTs, family protection, and more.

What Sets Us Apart

At Streets Financial Consulting, we pride ourselves on our personalized approach, dedicated service, and expertise in a wide range of financial services. We take the time to understand your unique circumstances and work closely with you to create a customized financial plan that meets your needs. Whether you're an individual, a family, or a business, we're committed to helping you achieve your financial goals and secure your financial future.