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Simon Sharp Email & Phone Number

Private Client Adviser and Pension Transfer Specialist at Origen Financial Services
Location: United Kingdom 6 work roles 2 schools
1 work email found @origenfs.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@origenfs.co.uk
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Current company
Origen Financial Services
Role
Private Client Adviser and Pension Transfer Specialist
Location
United Kingdom
Company size
165 employees

Who is Simon Sharp? Overview

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Quick answer

Simon Sharp is listed as Private Client Adviser and Pension Transfer Specialist at Origen Financial Services, a with 165 employees, based in United Kingdom. AeroLeads shows a work email signal at origenfs.co.uk and a matched LinkedIn profile for Simon Sharp.

Simon Sharp previously worked as Private Client Adviser & Pension Transfer Specialist at Origen Financial Services and Financial Advisor at Aviva. Simon Sharp studied at Wellsway, Bristol.

Company email context

Email format at Origen Financial Services

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{first}{last}@origenfs.co.uk
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AeroLeads found 1 current-domain work email signal for Simon Sharp. Compare company email patterns before reaching out.

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Profile bio

About Simon Sharp

I have gained a wealth of experience in providing face to face financial advice to individuals in areas including savings and investments, retirement planning, protection, annuities and drawdown, mortgages.I have worked for two of the UK's leading banks as well two financially strong restricted companies in the UK and performed successfully in each position. I have worked in environments including branch based, private wealth banking and from home. I have excellent communication, presentation and organisational skills with the confidence to build strong relations both with colleagues and clients.

Listed skills include Dippfs Certcii, Retirement Planning, Pensions, Financial Advisory, and 12 others.

Current workplace

Simon Sharp's current company

Company context helps verify the profile and gives searchers a useful next step.

Origen Financial Services
Origen Financial Services
Private Client Adviser and Pension Transfer Specialist
United Kingdom
Website
origenfs.co.uk
Employees
165
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Company profile
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6 roles

Simon Sharp work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Aviva
Mar 2017 - Feb 2020

Partner Financial Planning

Prudential Financial Planning

Bristol, United Kingdom

Working from home, I arrange appointments with individuals to provide financial planning advice and recommendations to Prudential existing clients. Generally appointments are in the comfort of the clients own home and include all areas involving retirement planning, annuities and drawdown, savings and investments, family and debt protection, serious illness and life cover, Inheritance tax planning and consideration to Wills and mortgages.

Jan 2013 - Sep 2016

Financial Consultant

Wesleyan Financial Services

South West

Working from home position. I was provided with clients to call to arrange financial planning meetings which usually took place at the client's office or their home. The areas of advice covered savings and protection, retirement planning, mortgages and protection. My clients were Lawyers (Solicitors & Barristers) ranging from Junior Lawyers to Partners and owners. I also attended numerous networking events for Lawyers in order to raise the Wesleyan brand and provide opportunity to provide further clients with financial planning advice.

Nov 2010 - Dec 2012

Senior Private Financial Planning Manager

Natwest

Bristol, South West England And South Wales

I was recruited to provide financial planning advice for a portfolio of high networth clients including areas of retirement planning, savings and investments and protection. I worked alongside a Relationship Manager to agree a contact and working strategy in order to achieve targets and client retention.

Oct 2006 - Nov 2010
Team & coworkers

Colleagues at Origen Financial Services

Other employees you can reach at origenfs.co.uk. View company contacts for 165 employees →

JH Judson Henry Judson Henry Colleague at Origen Financial ServicesSidcup, England, United Kingdom View → DC David Craigie David Craigie Colleague at Origen Financial ServicesLondon, England, United Kingdom View → DP David Phillips David Phillips Colleague at Origen Financial ServicesDartford, England, United Kingdom View → LJ Liz Jervis Liz Jervis Colleague at Origen Financial ServicesCamberley, England, United Kingdom View → MC Martin Curr Martin Curr Colleague at Origen Financial ServicesFarnborough, England, United Kingdom View → SK Sabaa Kiani Sabaa Kiani Colleague at Origen Financial ServicesUnited Kingdom View → PB Paul Bonetti Dipfa Mlibf Paul Bonetti Dipfa Mlibf Colleague at Origen Financial ServicesHove, England, United Kingdom View → AB Ashley Beatty Ashley Beatty Colleague at Origen Financial ServicesCarshalton, England, United Kingdom View → DC David Cubbin David Cubbin Colleague at Origen Financial ServicesGreater Bristol Area, United Kingdom View → SD Sophie Dawber Sophie Dawber Colleague at Origen Financial ServicesGreater Guildford Area, United Kingdom View →
2 education records

Simon Sharp education

Education record

Wellsway, Bristol

Advanced Diploma In Financial Planning

Cii

AF1, AF5, AF7, G60, J01, R01, R02,R04, R06, R08, CF2, CF6, CF8, FP1, FP2, FP3 Completed Qualifications - Financial Diploma in Financial.

FAQ

Frequently asked questions about Simon Sharp

Quick answers generated from the profile data available on this page.

What company does Simon Sharp work for?

Simon Sharp works for Origen Financial Services.

What is Simon Sharp's role at Origen Financial Services?

Simon Sharp is listed as Private Client Adviser and Pension Transfer Specialist at Origen Financial Services.

What is Simon Sharp's email address?

AeroLeads has found 1 work email signal at @origenfs.co.uk for Simon Sharp at Origen Financial Services.

Where is Simon Sharp based?

Simon Sharp is based in United Kingdom while working with Origen Financial Services.

What companies has Simon Sharp worked for?

Simon Sharp has worked for Origen Financial Services, Aviva, Prudential Financial Planning, Wesleyan Financial Services, and Natwest.

Who are Simon Sharp's colleagues at Origen Financial Services?

Simon Sharp's colleagues at Origen Financial Services include Judson Henry, David Craigie, David Phillips, Liz Jervis, and Martin Curr.

How can I contact Simon Sharp?

You can use AeroLeads to view verified contact signals for Simon Sharp at Origen Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Simon Sharp attend?

Simon Sharp studied at Wellsway, Bristol.

What skills is Simon Sharp known for?

Simon Sharp is listed with skills including Dippfs Certcii, Retirement Planning, Pensions, Financial Advisory, Critical Illness, Retirement, Wealth Management, and Income Protection.

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