Meet Our Team

Vikas Sharma, Director / Chartered Financial Planner

Vik  Sharma

 

Director & Chartered Financial Planner

 

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Vik has worked in the financial services industry since 2003,  operating in client facing advisory roles throughout and within high profile wealth management, banking and IFA firms in the UK.

 

He is now qualified as a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), with vast experience and knowledge in the financial planning areas of pensions, investment and inheritance tax mitigation advice. Vik is one of the few financial professionals who holds the EIS Diploma, with this expertise proving highly valuable in his delivery of tax efficient investment advice to our clients.

 

With a commitment to lifelong learning, Vik is continually seeking to expand the capability and technical know-how of the practice to benefit our clients. 

 

Vik is a family man through and through who loves spending time with his wife Renu and their 4 young ‘lively’ daughters. In his spare time, as rare as it is, Vik is passionate about football, boxing, business and training at the gym. 

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Independent Chartered Financial Planning Services / Telephone: 01932 567079​ / Email: contact@clientcentricwealth.com

Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority.  FSR number 705758.  

Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building, 

10 Lower Thames Street, London, EC3R 6AF

Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited

Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested. 

INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.