Sharon Rootkin
Financial Planning Administrator
Wealth Planning
- Bishop's Stortford
Biography
As a Financial Planning Administrator, I support advisers and clients with efficient, accurate and compliant financial planning services.
Expertise
Awards and accreditations
Articles from Sharon
Featured news and insights
For many women, retirement planning is about more than building a pension. It’s about maintaining independence, managing changing financial needs, and making informed decisions...
Retirement is a good time to review your finances, including any life assurance and critical illness cover you have. The right level of protection...
For many of us, the summer months are a natural pause point. A chance to step back from the day-to-day and take stock of...
Making your money work harder: the foundations of effective wealth management As wealth management specialists, we’re often asked a version of the same question:...
Sometimes consolidating pensions before retirement can make sense, but it is not automatically the best option. It depends on the type of pensions, charges,...
As the year gathers momentum, there is a growing sense at Henry Dannell Private Clients Limited that the mortgage market has entered a more...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right guidance. That’s where an...
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP). The question we’re hearing...
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
