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Specialist Services

Sharon Mattheus

Financial Adviser

Call me on 01284 337070

My role

I am an independent Financial Adviser based in our Bury St Edmunds office. I am able to advise on a number of areas of financial planning including pensions transfers and retirement planning. I am also a pensions specialist.

About me

I live in Hargrave near Bury St Edmunds with my husband Graham. We have two grown up sons, Lyall who lives in Soham and Brenton who still lives at home with us. We moved over to the UK from South Africa in 1999 and I have been in the financial industry since 2004. I am currently studying and working towards achieving chartered status.

I enjoy being active and in my spare time you will find me on the golf course or on the tennis court. I also enjoy travelling and holidays with my family and I love exploring the English countryside - the scenery is amazing from a golf course!

My sectors and specialisms

  • Investment planning for growth and income
  • Business protection
  • Retirement planning
  • Life cover and protecting your family
  • Inheritance Tax and Estate planning
  • Ethical Investments

Speak to me about

  • Pension contributions and review
  • Annual Allowance, Lifetime Allowance and Pension input issues
  • ISA, Collectives and Investment Bonds
  • Venture Capital Trusts (VCTs)
  • Mortgage Protection and Income Protection
  • Gifting, Trusts and Enterprise Investment Schemes (EIS)
Get in touch with Sharon

Latest Articles

Sharon Mattheus

Overcome those investment jitters to take advantage of a good time to invest

14.03.2024
Sharon Mattheus
Financial Planning
3 min read

Being nervous about market volatility shouldn’t be a reason not to invest, says Sharon Mattheus.

Sharon Mattheus, Lovewell Blake Financial Planning

More investors looking at benefits of EIS and VCT investing

24.09.2021
Sharon Mattheus
Financial Planning
3 min read

A growing number of investors are seeking ways to invest tax-efficiently in places other than their pensions and ISAs, usually because they have already fully used their ISA allowances, and significant pension contributions have compounded over the years.

Man working, stock image

The additional benefits of EIS and VCT investing

12.07.2021
Sharon Mattheus
Financial Planning
4 min read

A growing number of investors are seeking ways to invest tax-efficiently other than through their pensions and Individual Savings Accounts (ISA). The reason being that those investors have fully used their ISA allowances and have significant pension contributions have compounded over the years. Pensions have a tax-efficient lifetime allowance, above which clients question why they should keep adding if they are going to get taxed later at a higher rate!

Personal Tax and Private Client services

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Corporate Advisory services

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Services to Business and SMEs

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Audit, Compliance and Assurance Services

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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