Succession Wealth
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.
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Succession Wealth
Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.