Will Sharpe

Mortgage Adviser & Financial Services Administrator

01722 338801 Email

Professionally

Will joined us in 2015 as our Financial Services Administrator; his interest in financial services was sparked after spending a few years working for a national pensions provider. He is now also a qualified Mortgage Adviser and advises our clients who are seeking mortgage advice.

Will is also training to be a Financial Adviser, through shadowing our advisers and completing his examinations. In his day-to-day role, Will advises clients on mortgages, oversees correspondence and keeps our client records up to date. He also manages the full administration process for our financial recommendations, from processing to implementation.

Personally

Will is an avid gym-goer and enjoys being outdoors, be that walking, running, cycling or simply spending a nice afternoon in the garden with his wife and family.

Will also very much enjoys cooking and attempting new recipes when he gets the chance.

Will in the spotlight

My proudest moment working at Annetts & Orchard was:

Getting my Diploma in Regulated Financial Planning (so many long hours of hard work).

The things I love most about my job are:

The family environment, never being bored and having satisfied clients.

On an ideal weekend, you can find me:

Doing all of the following in no particular order: going out for drinks with friends (preferably remaining in a state where I can still enjoy the rest of the weekend), a BBQ with my wife and family, a walk along Christchurch beach and watching at least one Harry Potter film.

My favourite holiday is:

Cornwall – you still have nice beaches, lovely walks and great weather, without needing to worry about flights, luggage allowances etc. Also, I went on honeymoon to Cornwall with my lovely wife, so it brings back wonderful memories.

I turn the radio up when they play:

Dr Dre – Still D.R.E. (although sadly this type of music isn’t played on the radio very often).

If I could turn any activity into an Olympic sport, I would win a medal in:

Eating pizza (I’d win gold – easy).

When the dessert menu arrives, I’m looking for:

Lemon tart, or anything lemony.

The three people at my dream dinner party would be:

Kevin Hart, Jack Whitehall and Ali G – this would be such a funny dinner party.

Qualifications

Diploma in Regulated Financial Planning

Certificate in Discretionary Investment Management

Certificate in Investment Operations

Certificate in Securities Advice & Dealing

Certificate in Mortgage Advice

Certificate in Advanced Mortgage Advice

Certificate in Equity Release

Certificate in Financial Services

Certificate in Regulated Financial Services Operations

Certificate in Life & Pensions

Award in Financial Administration (Pensions)

Testimonials

“As a freelance photographer, finances in life can be precarious. Never able or inclined to delve into the world of stock markets or areas other than the standard offer from banks and building societies. I was recommended to Annetts and Orchard, who around 2004 started to advise me and handle any monies that I had available. We are not talking about vast sums, so don't be put off. Their professional but friendly way of doing business has kept me on a very happy footing since and never once have I felt badly advised - not the case with some friends of mine. Always with their client in mind my portfolio of funds has grown at a rate far higher than any individual could hope for. Retirement with a solid financial background is an area I could only have dreamt of. I would have no hesitation in recommending Annetts & Orchard, the sooner you start the better life will be.”

Patrick, Blandford

A client since 2004

“I would like to thank Annets & Orchard for helping me review my pension policies and for your honest advice of how I should reinvest my ISA when it reaches maturity. I thank you especially for helping to rearrange my Critical Illness and Life Assurance policy. You made a very sensitive subject a lot less painless with your professionalism, friendliness and understanding of my changed circumstances. You also have a good sense of humour, which helps as most of the things we had to sort through were quite heavy going for me.”

Dean, Marnhul

A client since 2013

“I have used Annetts & Orchard for the last five years. During this time, they have assisted me with a first-time mortgage and more recently a mortgage for my new house, as well as home insurance for both. House buying is extremely stressful, but I felt that this was one less thing I needed to worry about. Annetts & Orchard found the best product for me and the whole process from start to finish was as seamless as possible. I would not hesitate in engaging their services again in the future.”

Jonathan, Southampton

A client since 2010

“I have been with Annetts & Orchard since 2008: I needed mortgage advice, and they were recommended to me by a trusted colleague. As my personal circumstances developed and my financial needs have changed over the years, the team have advised me on a range of pension and investment issues, and I feel I now have a solid financial plan in place. What I value is how Annetts & Orchard take the time to understand my needs and explore different solutions with me - I feel in control of my financial future but with the support and guidance of experts.”

Dr P Hornsby, Wokingham

A client since 2008

“I wanted to send a private message to say that, for what it is worth, I have worked for hundreds of companies over the last seven years whilst here - the biggest compliment I can give you and your company is that if someone came to me to ask for a recommended company for advice, you would be top of the list by a long, long way.”

Oliver, Winchester

A professional connection

“I was recommended Annetts & Orchard by a colleague who found their helpful and professional approach both useful and reassuring. I have certainly also found this to be the case. Looking to invest savings while ensuring a safe future for my family, I find that the team make uncomplicated and appropriate suggestions. They are never pushy and most importantly listen. I am very comfortable leaving them to handle my investment portfolio.”

Shona, Salisbury

A client since 1998

“My husband had just died aged 50 and I required a sympathetic and professional approach. I couldn't have asked for a better team. They were knowledgeable, efficient and kind. Without a doubt they helped reassure me and reduced my stress. Since 2011, the team have been attentive and willing to discuss any concerns I may have. The investment choices have done well for me. I would highly recommend them to anyone requiring financial advice.”

Gail, Harlow

A client since 2011

"Annetts & Orchard have provided excellent financial advice and support to my 97-year-old aunt for some time. By providing sound financial help and making the investments on our behalf, we were freed from the worry and burden of decision making. I can therefore thoroughly recommend Annetts & Orchard, as I have seen for myself the excellent service they have provided to my aunt over a number of years."

Fran, Salisbury

A client since 2008

Read our client stories

Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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Will Sharpe

Will Sharpe

Professionally

Personally

Will in the spotlight

Testimonials

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