Dhan Sharma – Salisbury

Wealth Planner

I like to work with Private Clients, Trustees & Attorneys helping them to make smart decisions around money. My expertise includes Holistic Financial Planning, Tax & Estate Planning and Pension Transfer Specialist.

Having left school at 18, I went straight into a ‘city career’ working with some of the highest profile banks in the world. In 1991 I became a specialist financial/investment planner and worked with some extremely distinguished companies including Baker Tilly and Ernst & Young (both ‘top 10’ accountancy firms).

Over the years I have had the pleasure of working with clients in TV, Film & Music (Media Faculty) as well as Camelot’s National Lottery Advisory Panel as a special adviser.

In 2012 I forged my relationship with Succession and fully integrated myself into the company in June 2016.

When not embarrassing my 3 children, I love to spend time relaxing, listening to live music, keeping fit and travelling.

020 8650 6690 / 07966 216410

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