Anish Sharma Wealth Management name mark

Anish Sharma

DipPFS

I provide bespoke face-to-face wealth management advice to private and corporate clients primarily in and around the South-East and London regions.

About

Based in Gravesend, Kent, I provide wealth management advice to clients both within Kent and more widely throughout the City.

I was fully qualified as a Financial Adviser in 2004, and joined my father, Ashok, at his Practice as an Adviser. As a consequence, I now have an established working relationship with over 200 individuals and businesses that rely on me for their financial requirements – whether these be personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, my hobbies include football, cinema and music.

Charity is also important to me and I regularly give donations to the St. James's Place Charitable Foundation, which funds hundreds of projects every year.

Our office is based in Gravesend, Kent and covers primarily the South East and London regions, but also has High Net Worth clients as far as Cardiff and Glasgow.

Anish Sharma Wealth Management Limited accepted a prestigious invitation to join St. James's Place in 2004. Prior to this, the Practice operated as an IFA for 31 years.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 17/04/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Anish Sharma Wealth Management Limited is registered in England and Wales, Number 1830203. Registered Office: 31 Milton Road, Gravesend, Kent, DA12 2RF.