Sean is a Chartered Financial Planner and business owner with nearly 30 years financial planning experience.
He specialises in lifestyle financial planning. However, his areas of expertise also include:
Sean’s clients are typically, although not exclusively, based in London or the Home Counties. They are usually planning for retirement, due to finish work imminently, or have already retired. Sean specialises in creating bespoke financial strategies for:
Sean also works with entrepreneurs who are building their business.
Sean has achieved the following qualifications:
Advanced Diploma in Financial Planning (APFS):
Chartered Financial Planners represent the ‘gold standard’ of financial planning in the UK.
Setting Sean apart from other financial advisers, the Chartered status can only be achieved after years of hard work. It demonstrates that the planner has committed to:
Sean is rightly proud of being a Chartered Financial Planner. However, his passion for self-improvement means he is now working towards ‘Fellowship’ status.
When Sean isn’t working he enjoys watching and playing football, keeping fit at the gym, eating out, and going for country walks with his wife and their miniature dachshund.
He also pursues his passion for personal development and learning new skills.
Are you a morning person or night owl?
“I think I may have been a night person as a child, but I am definitely a morning person nowadays.”
Where is your ideal holiday destination?
“South Africa, a perfect combination of scenery, safari, cuisine, stunning things to see and amazing things to do!”
What part of being a Chartered Financial Planner gives you most satisfaction?
“I love being face-to-face with my clients and really listening to their aspirations and then helping to make them a reality.”
Phone: 0203 887 6630
Address: Cardinal Point, Park Road, Rickmansworth, Herts, WD3 1RE