Sharon Calderini
Sharon Calderini
Chartered Fellow FCSI
Sharon is committed to building long-term, high trust relationships with individuals to ensure they receive the highest level of service and financial expertise.
With an ever changing environment and client circumstances, Sharon believes that it is essential to create bespoke financial plans to help her clients achieve their goals. As importantly, financial plans are reviewed regularly as an individual's career and family circumstances evolve.
“Financial planning was always my passion after watching close family members work twice as hard as they should have needed to because of a lack of expert advice. Now, I am in the fortunate position to help people reach their full potential and genuinely change lives through financial planning.”
Sharon has reached the Fellow Chartered status as a financial adviser, a title held only by 3% of Chartered Insurance Institute members.
About
Sharon strives to provide the reassurance individuals are looking for across the Dubai region, where many are expats seeking ongoing support to optimise their wealth and opportunities for themselves and their families.
- Tax planning
- Investment planning
- Retirement planning
- Protection planning
- Financial Education
- Employee Financial Wellbeing
- Financial Advice for Businesses
- Inheritance Tax Planning
Chartered Fellow of the Chartered Institute of Securities and Investments.
Whilst Sharon works for St. James's Place (Middle East) Limited in the United Arab Emirates for her clients, she also has a team throughout the UK via the licensed Partner Practice, Pinnacle Wealth Management. You can find out more about Pinnacle by clicking here.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.
