Sharon Griffiths
Client Support / Pension and Investment
Sharon is a pension and investment administrator, who has worked in the finance sector for over 20 years. She originally started out in banking as a cashier, but quickly transitioned to working closely with the bank manager and financial adviser.
Experience
Sharon left the banking industry to gain more experience working in financial planning, which she has now been doing for over 16 years. She has gained a wealth of knowledge in financial administration and looks after the cases from start to end. She has a keen eye for detail and enjoys a challenge when difficult cases arise.
Career highlights
Working closely with the financial planners and watching how a client’s life can change due to the advice we have provided.
When in banking, myself, together with the branch financial planner, oversaw the financial review process. Our branch then placed top across the company for the service we provided.
Helping to plan multiple golf days/weekends, where professional golfers who have played on the European Tour would also play alongside clients. During the evening after dinner, a guest speaker would also host a charity auction auctioning off donations which we had acquired.
I have been so lucky to have always worked with a great team of people; it really does make all the difference!
Q&A
Q: Tell us something interesting about you.
I have a fear of ketchup, roundabouts, and wasps!
Q: What are you going to do when you retire?
When I retire, I hope to travel lots.
Q: If you could visit anywhere in the world, where would you go?
There are so many places: South America, Hong Kong (to go shopping), and maybe the Maldives, Bora Bora or the Cook Islands for the beaches.