Sunny Sharma Dippfs

Sunny Sharma DipPFS is a seasoned financial professional with extensive experience in financial planning and consultancy. Currently serving as a Financial Planner at Succession Wealth since February 2024, Sunny has previously held key positions at Sunnyfy Entertainments as Director, and at Quilter Financial Advisers and Wills & Trusts Chartered Financial Planners Ltd as a Financial Planning Consultant and Financial Planner, respectively. Sunny's expertise encompasses pensions, protection & insurance, investment and retirement planning, trusts planning, IHT planning, and estate planning. Prior to specializing in financial services, Sunny demonstrated strong leadership in recruitment roles at Precision People UK, deVere Acuma, Global Technical Solutions Ltd, ATA Recruitment Ltd, and Strivos Limited, and gained entrepreneurial experience as the owner of Munchies Food Bar. Educational qualifications include a Diploma in Regulated Financial Planning from the Chartered Insurance Institute.