about us our wealth planners dhan sharma
Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)
By having a Plan at the heart of your financial planning you are more likely to achieve your goals and objectives. Dhan helps clients to stay on track, acting as their coach to ensure they make smart decisions around money. Focusing on what's important to them, ensuring they can afford to live the life they desire.
"I have a number of passions including sport and travel, however I also love to hang out with my 3 children. The 'Dad Jokes' have improved over the years!"
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.