Sunny Sharma
Wealth Planner
Based in Loughborough
DipPFS
Sunny’s mission is to make financial planning less daunting and more exciting for clients. The bit that drives Sunny is to help individuals and families to navigate the twists and turns of financial life, By empowering individuals to forge financial security through strategic planning. With the aim to make life better for the future than today.
"I am a devoted of father of two girls and a fur daddy of a poodle which keeps me active. I enjoy travelling and in my spare time I DJ and produce music."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
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