Dhan Sharma

Wealth Planner

Dhan helps clients, trustees & attorneys to make smart decisions around money. His expertise includes Financial Planning, Wealth Management, Estate and Later Life Planning.

Dhan went straight into a ‘city career’ from school, working with some of the highest profile banks in the world. In 1991 he became a specialist financial/investment planner, and then set up a dedicated Wealth Planning office. In 2016, Dhan sold the business to Succession Group.

Dhan is one of the most highly qualified financial planners in the UK, recognised as a Chartered Financial Planner with the industry body PFS and Chartered MCSI with the CISI. Dhan’s experience and expertise led him to work with the National Lottery Advisory Panel as a special adviser.

Dhan is married to Paula and are blessed with 3 children. Other than family life Dhan enjoys keeping fit and most sports, especially golf with a handicap of 10.

020 8650 6690 / 07966 216410

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