Sean is a chartered financial planner and has a wealth of experience built up during his many years advising both private and corporate clients.

He specialises in providing pre and post retirement advice including all forms of pensions and estate planning and is trusted by many for his technical expertise. His typical day is varied, with the majority of his time spent face-to-face with new and existing clients.

Sean is a fellow of The Personal Finance Society, a chartered financial planner, a chartered wealth manager and he holds a STEP (Society of Trust and Estate Practitioners) Diploma in Estates and Trusts. In 2018 he completed a Masters in Behavioural Economics and Financial Planning at Manchester University.