Trident Wealth Management was established in 2013, when its Director, Viney Sharma, accepted an invitation to join St. James's Place Wealth Management. 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.
After graduating from Leicester University and working as an Accountant, in 2005 he began to offer Financial Advice in Wealth Management. This allowed Viney to offer a more bespoke and personalised solution to his clients' financial needs and requests and to utilise his specialist knowledge in Asset Management.
In line with his professional background, Viney has focussed on developing his knowledge even further. In addition, as an Associate Partner Practice of St. James’s Place Wealth Management, his service is further enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
“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.”