Role: Financial Planner
Sharon
Send Sharon
a Message
Connect
On LinkedIn
Sharon entered the financial services world in 2004, joining Magus as a Financial Planner in 2013 focusing on private clients, family wealth and business owners.

Sharon is a great facilitator and is passionate about helping clients identify their values and goals, giving them greater clarity around their finances. She works closely with her clients to help them develop their own bespoke financial plan, supporting them on the path to achieving their life’s ambitions.

“I love working with my clients and seeing their transformation from financial confusion to financial clarity, then working together to help them live the life they want”.

Building strong, open and life-long relationships with clients and their families is central to Sharon and she has experience working with entrepreneurs, wealthy individuals and their families and trustees. She enjoys working collaboratively with clients’ other trusted advisers to ensure that they have a truly holistic financial journey. Sharon also brings with her a breadth of life experiences having lived in both Singapore and Munich.

Outside of work, Sharon enjoys spending time with her family – they all have a love of the great outdoors, and walking with their 2 working Labradors, Bryn and Remy.

Come and See Us

magus wealth planning coffee
Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

getintouchbutton