Sharon McIlroy

Sharon is a founding director of Whiteleigh Financial Planning and has worked closely with Robert for many years to establish the business. In January 2014, she joined Whiteleigh Financial Planning, following a successful career in the Engineering industry spanning over 20 years and travelling all over the globe. Her career change was cemented by gaining a Diploma in financial services via the St. James's Place Academy. This enabled Sharon to remain in Scotland and support the business and her family on a full-time basis.

As an adviser of a chartered financial planning office, she strives to build high trust long standing relationships with her clients, understand their needs and aspirations. She works closely with her clients on a face to face basis to ensure customer satisfaction. She covers all areas of financial planning including Retirement Planning, tax efficient Investment planning, Inter-generational planning and family protection.

She offers a no obligation consultation to her clients to understand their need and financial goals for the future.

Sharon now lives at home with her husband and two boys Kyle and Rhys in Paisley.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Whiteleigh Financial Planning Ltd is registered in Scotland, Number SC384173. Registered Office: 307 West George Street, Glasgow, G2 4LF.