Miles Sharpe

Miles Sharpe Email and Phone Number

Wealth Advisor & Financial Researcher @ Fawley Wealth International
Miles Sharpe's Location
Pittsford, New York, United States, United States
Miles Sharpe's Contact Details

Miles Sharpe personal email

About Miles Sharpe

At the helm of Fawley Wealth International, my focus is on delivering independent, fee-only advice tailored to the unique needs of British/American expatriate and domestic families.Our team leverages extensive experience in investment management and financial planning to assist families in achieving personal financial goals throughout their life cycles.We aim to disrupt the underperforming fundamentalists by deploying the latest academic research on asset allocation and cashflow planning techniques. We create bespoke top-down, active/passive investment strategies for our clients, delivered with tax efficiency and justifiable charges. Complementing my leadership role, I support academic research as a PhD student at Texas Tech and a Course Associate at Columbia University, My expertise in M&A due diligence, team leadership, and regulatory compliance, also strengthens our practice's commitment to pioneering strategic value and innovation in wealth management.

Miles Sharpe's Current Company Details
Fawley Wealth International

Fawley Wealth International

View
Wealth Advisor & Financial Researcher
Miles Sharpe Work Experience Details
  • Fawley Wealth International
    Managing Partner
    Fawley Wealth International Apr 2024 - Present
    New York, United States
    View
  • Columbia University
    Course Associate
    Columbia University May 2023 - Present
    New York City Metropolitan Area
    Supporting Professors within The School of Professional Studies for the Wealth Management Insurance & Retirement Planning Course.
    View
  • Mna Partners Limited
    Senior Partner & Consultant
    Mna Partners Limited Dec 2021 - Present
    London, England, United Kingdom
    Assisting with the servicing of U.K. clients previously connected to Napier Sharpe Wealth Management. MNA Partnership Ltd. is an Appointed Representative of, and represents only St. James's Place Wealth Management Plc. (which is authorised and regulated by The Financial Services Authority). 'The St. James's Place Partnership' and the title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.
    View
  • Financial Planning Standards Board Ltd.
    Contributor
    Financial Planning Standards Board Ltd. Aug 2023 - Aug 2024
    Denver, Colorado, United States
    Contributing and reviewing FPSB study texts for global financial planning modules.
    View
  • Napier Sharpe Wealth Management
    Managing Director At Napier Sharpe Wealth Management
    Napier Sharpe Wealth Management May 2014 - Dec 2021
    London, United Kingdom
    Owner and Managing Director of Wealth Planning practice, leading and managing 7 team members: 3 Advisers and 4 Operations responsible for Assets Under Management of $350MM for 680 high net worth families, providing advice in the following areas:- Tax Efficient Investment Planning- Asset Allocation- Retirement Planning- Estate Planning- Insurance & ProtectionDuring this time I completed 6 purchase and 8 sale transactions, comprising full and partial practices.
    View
  • St. James’S Place Wealth Management
    Partner
    St. James’S Place Wealth Management Jan 2013 - May 2014
    London, United Kingdom
    Wealth Management Adviser: Assisting high net worth individuals to create successful financial planning and investment strategies for them and their families.
    View
  • St. James’S Place Wealth Management
    Associate Partner
    St. James’S Place Wealth Management Jan 2010 - Dec 2012
    London, United Kingdom
    View
  • Fisher Investments Uk
    Private Client Director
    Fisher Investments Uk Mar 2008 - Jan 2010
    London, United Kingdom
    Establishing new high net worth private client relationships for the UK business.
    View
  • Fisher Investments Uk
    Uk Group Manager- Account Executives
    Fisher Investments Uk May 2005 - Mar 2008
    -Managing an internal sales team who's duties were to contact Cool and Warm prospects who had responded to Marketing offers via Internet and Direct Mail.-Recruitment & Training of new members
    View
  • Fisher Investments
    Investment Counsellor
    Fisher Investments Oct 2004 - May 2005
    San Francisco Bay Area
    -Working with new and existing UK Clients whilst based in the San Francisco office.-Dealing with Portfolio administration -Communicating the current Stock Market & Portfolio Positioning to our clients.
    View
  • Fisher Investments Uk
    Account Executive
    Fisher Investments Uk May 2002 - Oct 2004
    London, United Kingdom
    -Making up to 150 calls per day to following up with direct mail respondents to Fisher.-Booking and managing meetings & diaries for our Private Client Directors.
    View
  • Fisher Investments Uk
    Client Account Coordinator
    Fisher Investments Uk Oct 2001 - May 2002
    London, United Kingdom
    -Administering and setting up new accounts.
    View
  • Hays
    Recruitment Consultant (Internship)
    Hays Jun 1999 - Oct 2000
    Slough, United Kingdom
    -Sandwich year work experience internship whilst at University.-Bringing in new Jobs.-Interviewing and bringing on new candidates.-Matching candidates to jobs.-Actively managing Temp work force every day and dealing with issues such as sickness and pay.-Worked on site at Dixons/Mastercare HQ managing Temp force for 3 months during 1999
    View

Miles Sharpe Skills

Wealth Management Investment Strategies Portfolio Management Retirement Planning High Net Worth Individuals Strategic Financial Planning Investment Management Asset Allocation Investments Pensions Wealth Management Services Wealth Inheritance Tax Planning Investment Advisory Mutual Funds Asset Management Financial Planning Income Protection Life Insurance Key Person Insurance

Miles Sharpe Education Details

Frequently Asked Questions about Miles Sharpe

What company does Miles Sharpe work for?

Miles Sharpe works for Fawley Wealth International

What is Miles Sharpe's role at the current company?

Miles Sharpe's current role is Wealth Advisor & Financial Researcher.

What is Miles Sharpe's email address?

Miles Sharpe's email address is ms****@****any.net

What schools did Miles Sharpe attend?

Miles Sharpe attended Columbia University In The City Of New York, Texas Tech University, Loughborough University, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Nottingham Business School, Nottingham Trent University.

What skills is Miles Sharpe known for?

Miles Sharpe has skills like Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, High Net Worth Individuals, Strategic Financial Planning, Investment Management, Asset Allocation, Investments, Pensions, Wealth Management Services, Wealth.

Not the Miles Sharpe you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.