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UK

Sharon Thorpe

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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:

View Sharon Thorpe's profile on LinkedIn

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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.