Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Trident Wealth Management was established in 2013, when its Director, Viney Sharma, accepted an invitation to join St. James's Place. Prior to this, Viney was a Senior Financial Consultant with Aviva and Santander for over eight years.
Based in Leicestershire, Viney provides wealth management advice to clients within the County, and more widely throughout the UK.
Before Viney joined the financial services industry, he spent seven years studying and working in Accounting. During this time, he established many successful working relationships, which continue today. His past experience within this sector, has allowed Viney to gain an insight and understanding for his clients personal and corporate financial requirements.
Viney is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development. This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he is able to offer a comprehensive, professional and principled service.
Outside of his business, Viney is a family man and is enjoying being a father to two girls.
We offer an excellent wealth management service which will help you achieve your goals
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.
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 20/12/2022
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.