Will Sharpe

Will Sharpe

Mortgage Adviser & Financial Services Administrator

01722 338801

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.

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)


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Annetts & Orchard is a trading name of Annetts & Orchard Insurance Brokers, authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Insurance Brokers on the FCA register (FCA number 136445) by clicking here. Registered in England & Wales. Registered Office: 31 Castle Street, Salisbury, Wiltshire, SP1 1TT.

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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