Ochil Financial Planning Limited

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Sharon is a fully qualified Chartered Financial Adviser with over 33 years’ experience within financial services. 

After four successful years as a financial adviser with Prudential Financial Planning, Sharon was delighted to establish her own financial advice business, Ochil Financial Planning Limited, as a Member of The Advice Partnership from Prudential.

Sharon has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Sharon takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Sharon provides sound, personal and expert advice.

In her spare time, Sharon is married to Tommy, has a teenage daughter and a two year old black labrador. She enjoys taking her dog out for long walks and keeping fit.  

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Sharon Cassidy

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Ochil Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.