Sasha Sherman - Head of Paraplanning & Pension Transfer Specialist

My career in Financial Services began after graduating in 2013 with a First Class Degree in Mathematics and starting with Prosperity on work experience. I am now in the technical world of Paraplanning and head up Prosperity’s Paraplanning and New Business teams to ensure our delivery is of the highest standard. I have an active role within Prosperity’s Investment Committee and I have strong relationships with all of our providers and strategic alliances to ensure our clients are always recommended the best solution.

I have completed my Level 4 Diploma in Regulated Financial Planning and I am working towards becoming Chartered in the future. I am one of Prosperity’s Pension Transfer Specialists and work closely with the Independent Financial Advisers at Prosperity to support clients with their Safeguarded Pension Schemes. 

Personally, outside of work, I enjoy spending my time socialising which usually involves eating out and long walks with friends and family.

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