Tony Sharp

Financial Planner

Reviews and Ratings for Financial adviser Tony Sharp, Penzance

Get to know Tony

Tony is a financial planner with a Diploma in Financial Planning. He offers an independent and impartial financial planning service, providing solutions to private and corporate clients, as well as trustees and charities.

He is committed to delivering the highest level of service to support clients in meeting their financial planning needs. Putting clients first and maintaining strong communication are key to building long-term relationships founded on loyalty and trust.

Tony understands that no two clients are the same and that their needs will change over time as they move through different life stages. His aim is to support clients and their families throughout this journey.

Outside of work, Tony enjoys most sports and travelling. He has three sons who are enthusiastic sportsmen, and he spends a lot of time watching them play football and cricket.

Advice on trusts is not regulated by the Financial Conduct Authority.

In the spotlight

How do you feel you add value for your clients?

I add value by helping clients make confident, well-informed decisions about their future by taking the time to understand their goals, circumstances, and concerns.

What about your job is rewarding?

The most rewarding part of my role is developing long-term relationships with clients and supporting them through the different stages of their lives. It’s very satisfying to know the advice I provide can make a meaningful difference.

The three small things that make my day better are:

Tea, Frosties, and a decent home-cooked meal in the evening.

Meet the rest of
our team

Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.

Get to know us