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Sharon Thorpe

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Wealth Planning Director

Professionally qualified as a financial adviser, Sharon holds the Diploma in Financial Planning and has over 25 years experience in the financial services industry. Sharon is passionate about building relationships with her clients based on trust and understanding, and providing continuity of service over many years and sometimes throughout generations. 

Sharon puts her client’s lifetime goals and objectives at the forefront of all her recommendations, helping them to make the best decisions (sometimes difficult ones) now in order to achieve their financial goals later in life. She uses Life Planning tools to help clients visualise whether they are on track to meet their goals. 

Sharon provides comprehensive wealth management solutions, with particular focus on investment advisory, discretionary services and financial planning with private clients, trusts and some charities. 

Location: London


0207 523 4614

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.