Wealth Planning Director
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 a particular focus on financial planning as well as investment advisory and discretionary services. I work with private clients, trusts and some charities.
Location: London
A bit about me:
When I am not working, I enjoy spending time with my family, walking our two dogs on our local beach as well as looking after and riding my horse in the Essex countryside.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
There is little that cannot be overcome through thoughtful planning and a positive attitude.
Contact:
sharon.thorpe@canaccord.com
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