With a career in Financial Services dating back to 1988, Shaun became an Independent Financial Adviser in 2001 and later a director at Chiltern Consultancy, where he led business development.
He is a member of both the Personal Finance Society and the Chartered Insurance Institute, holding a diploma in financial advice. Shaun continues to deepen his expertise in retirement planning, inheritance tax, and trustee work, areas he’s especially passionate about.
Shaun’s role centres on helping clients cut through financial complexity and build clear, confident plans. He values the long-term relationships he’s built and takes pride in being a trusted adviser who’s truly “on their side.”
Outside of work, Shaun enjoys golf and is a keen follower of Formula 1.
