Sharon Thorpe
Wealth Planning Director
About Sharon
I put my client’s lifetime goals and objectives at the forefront of our advice, helping them to make the best decisions – even the difficult ones – now, to achieve their long-term financial goals. I regularly use Cash Flow forecasting tools to help clients visualise whether they are on track to meet their personal goals. As a professionally qualified financial adviser, I hold the Diploma in Financial Planning and have over 30 years’ experience in the financial services industry. I am passionate about building relationships with my clients based on trust and understanding, as well as providing continuity of service over many years and through generations. I provide comprehensive wealth management solutions, with particular focus on financial planning as well as investment advisory and discretionary services. I work with private clients, trusts and some charities.