Team Maze

Maze Wealth brings together an elite team of highly experienced Financial Planners who have previously worked for some of the UK's leading financial advisory firms, including two 'top 10' accountancy firms.

When working with clients we take a collaborative approach to providing advice, not just internally, but also externally as we seek to involve our clients other trusted advisers - particularly solicitors & accountants. This process ensures the planning strategies developed are considered from a wide range of professional disciplines to ensure the greatest suitability.

This approach and the very high standards we work to led to us being awarded the coveted status of ‘Chartered Financial Planners' by the Chartered Insurance Institute (CII) in 2010. Very few firms of financial planners or wealth managers have attained this status which places us amongst the elite of our profession.

As we work closely with Solicitors & Accountants on 'Later Life Planning' matters (Care Fees Planning & Equity Release), some of our planners have been successfully 'Accredited' by the Society of Later Life Advisers (SOLLA).

Directors:
Dhan Sharma AIFA APFS	Director of Wealth Management Services
Francis Phillips	Director of Financial Planning
Paula Sharma	Company Secretary

Para-planner:
Kirsty Cooper	Technical Assistant/Paraplanner

Administration:
Clare Cockshott	Financial Planning Assistant
Inna Boyd	Team Administrator

Support Staff:
David Lees	IT Manager

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Maze Wealth is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Maze Wealthis authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

London, Home Counties, Kent, Beckenham, Bromley, Chislehurst, Keston, West Wickham, Orpington, S E London, Blackheath, Chartered Financial Planners, financial planning, IFA, independent financial advisors, local IFA, wealth management, investments, investment management, pensions, income drawdown, pensions & divorce, equity release, lifetime cashflow planning, ISA, portfolio, trustee investments and advice, later life advice, long term care, immediate needs annuity, lifestyle planning, inheritance tax planning, estate planning, fee only advice, Dhan Sharma, Francis Phillips

Team Maze

Directors:

Para-planner:

Administration:

Support Staff: