Sharon Templeman

Director - Client relationship
Fund administration
T: 020 7131 4141
E: sharon.templeman@smith.williamson.co.uk

Sharon is a member of the Chartered Institute of Tax, the Personal Finance Society and the Chartered Institute for Securities and Investments.

Sharon joined the client relationship team of fund administration in May 2011. Her previous role at Smith & Williamson was within the private client tax services team and involved the provision of UK tax advice to high net worth individuals, primarily those regarded as not domiciled in the UK and as a result she has had exposure to generic US tax matters.  Sharon has also attained the financial planning certificates and has worked closely with the personal financial planning team at Smith & Williamson to provide advice to clients in respect of regulated tax efficient products such as Venture Capital Trusts, Enterprise Investment Schemes and film partnerships.

Prior to joining Smith & Williamson in December 2005, she worked for PriceWaterhouseCoopers and Coutts & Co.