Sharon Gilbert
Paraplanner


About Me

I am happily married to Dave, we have two daughters, a son, and a beautiful 6 year old granddaughter. We share a love of gardening, growing lots of fruit and vegetables.  Our neighbour generously allows us to make use of his garden too and in return he gets to pick anything he can use. To relax at the end of the day I read fiction.  I have a wide ranging taste in books and equally enjoy re-reading an english historical classic or a modern day mystery. Now that our children have all left the nest we use our holidays to explore the British coastlines in our VW campervan.

My Work History & Experience

I started working in Financial Services in 1999 as an administrator for an IFA and soon decided I wanted to progress into a more technical role.  There is always an opportunity to learn something new every day no matter how many years of experience.  I have my PFS Diploma and will continue to build on this towards achieving an advanced qualification.  Much as I enjoy the technical aspect of the work the real job satisfaction comes from knowing clients are receiving best advice and a great service.

My Time at Index Wealth Management

Having recently joined the Index Team I am excited to see that the whole team share the same passion and strive for customer excellence as I do!  I enjoy the variety and complexity of the role as Paraplanner, I have always found the industry and role intriguing.

What I Can Do For You

  • Assist you with any financial matters
  • Help you invest your money
  • Liaise with any other professionals you work with
  • Answer any questions you may have

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered