About Us
Universe Financial Advice was founded in 2018.
We dislike jargon that confuses our clients. We explain everything in layman's terms using diagrams and graphs to illustrate this where we can. If you want to feel empowered to make good financial decisions and build a solid plan for your future finances, then we can help you get on-track.
Taylor Beavis
Job role: Director & Financial Adviser
Email: taylor@universefa.co.uk
Direct telephone: 07920 828 231
Taylor has worked in financial services since finishing his studies. He specialises in working with business owners and the unique challenges that they face. He helps them achieve new levels of financial freedom within their business. He also works with many individuals looking to better plan their retirement journey.
When he is not working, you will most likely find him reading something interesting or eating good food.
Relevant Qualifications:
Member of the London Institute of Banking & Finance (MLIBF), Award in Pension Transfers (AwPETR) and Diploma in Financial Advice (DipFA).
Likes:
Rescue dogs, running, chocolate, eating out with family and friends and countryside walks.
Dislikes:
Flying, aubergines, courgettes and red wine! (although, give me a rum and coke any day!)
Sharon Thomas
Job role: Client Manager
Email: sharon@universefa.co.uk
Direct telephone: 01635 592 000
Sharon’s role is Client Manager and she enjoys getting everything ready for our client meetings and working with the product providers on behalf of our business.
Born in Greenwich, Sharon had a very successful career in accounts administration and reconciliation before studying to achieve her AAT qualification (one of her biggest achievements professionally). Sharon took a huge leap into the world of regulated financial advice at the start of 2020, so she is still learning the ropes. Outside of work, Sharon loves taking her beautiful dog, Kiki, for a walk.
Relevant Qualifications:
CISI Level 2 Award in Fundamentals of Financial Services
Likes:
Arts & crafts, gardening, psychological thrillers and crime programmes.
Dislikes:
Parma violets, American comedy, football and sports TV, cold weather (unless wrapped up warm inside).
