Schroders Personal Wealth

Anna Sharpe

Anna has over 20 years experience working in financial services and has specialised in providing later life advice for the last 10 years.  She works closely with individuals and their representatives providing a holistic approach to ensure that their care fees are secured for the remainder of their life to give peace of mind that they can remain in their chosen care home or continue to receive care in their own home and still leave a legacy to their family when the time comes. 

Anna works for Schroders Personal Wealth, a joint venture between Schroders plc and Lloyds Banking Group plc, and is able to offer holistic advice on a wide range of areas including; protecting your wealth, retirement planning, investment solutions, inheritance tax planning and long term care funding.

Anna is able to meet with clients at a time and place convenient for them including their own home, care home, local Lloyds or Halifax Branch, the Schroders Personal Wealth London office or via video meeting.  Anna covers the Kent, East Sussex, Surrey and South London area. Anna lives in Tunbridge Wells with her young family.  In her spare time she enjoys running, having competed in both the Brighton and London marathon, and hiking, having hiked to Everest Base Camp prior to starting a family.

  • Company: Schroders Personal Wealth
  • Member Since: November 2023
  • 12th floor, 1 London Wall, London EC2Y 5EA
  • Ask me about my additional qualifications
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