Qualifications
- Member of the CII and Personal Finance Society
Specialisms
- Wealth management
- Succession planning
- Retirement planning
- Complex financial structuring
Further information
With over 15 years of experience in financial planning, I work with high-net-worth individuals, entrepreneurial clients, and families, often at pivotal moments in their financial lives. Many are business owners preparing for succession, professionals with complex multi-jurisdictional needs, or families seeking to preserve and grow wealth across generations. I work directly with clients, reviewing plans, discussing life changes, and making sure financial strategies remain firmly aligned with their goals. Whether working alongside investment experts, tax specialists, or legal advisers, I focus on making sure each piece of advice is fully integrated, giving my clients complete confidence in their financial future.
Personal interests
Outside of work I enjoy walking and hiking and making the most of the outdoors. I also have two working Labradors who I enjoy training. My family is growing as my adult children meet their life partners and I especially enjoy spending time with them and my friends, relaxing and enjoying their company over a good meal and a glass of wine.
Email Sharon
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