Sharron is based in Cornwall working in the new TFA office in Truro. Sharron provides administration support for Independent financial adviser Jack Stacey who serves clients countrywide.
Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, Stephanie manages this process this promptly and professionally. Stephanie joined TFA in 2019 and receives excellent feedback from her adviser and clients alike. Her focus is to ensure that every client receives an excellent experience from beginning to end, every time.
Experience and background
having completed her Batchelor of Arts in English Literature and Language at Exeter University she entered the world of property as a negotiator which she undertook for 7 years before joining financial services as an IFA Administrator and packager in Cornwall and latterly Devon moving into commercial and bridging finance as operations manager where she remained a member of the NACFB for 11 years. For the last two years she had worked as a Senior Administrative assistant and gained her qualifications as a commercial and residential mortgage and protection adviser. She now supports Jack Stacey having joined TFA in July 2019 and is a member of the Personal Finance Society .
Sharron works alongside Jack Stacey and the relevant providers to ensure a seamless process is provided to you providing updates and support.
Sharron is based in Truro and works with TFA independent advisor Jack Stacey whom has clients countrywide .
You can contact Sharron on 01872 309444.
You can contact Sharron Sandey on 01872 309444 or complete our enquiry form.
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