Shaun is responsible for meeting with clients and providing them with financial planning and wealth management advice.
Shaun is a Chartered Financial Planner, qualifications that places him at the pinnacle of the financial planning profession.
Prior to being invited to become a Partner Practice of the prestigious St. James's Place Wealth Management Group Shaun has been advising clients for over seventeen years. The past five spent running his own practice in the North West.
With a strong emphasis on his Personal Development and prides himself on his personal relationships with his clients.
Shaun enjoys a variety of sporting activities as well as spending time with his family.
Kelly is responsible for all aspects of client servicing and general practice management after recently joining the company with 12 years of experience in this field.
Kelly is the office point of contact for any clients requiring assistance bringing a personal and quality service to the practice. She deals with both new and existing clients with responsibilities including administrative support to the advisors and the co-ordination of client events.
Ryan has recently graduated from the University of Manchester, with BA Hons in Economic and Social Studies – Specialising in Business.
Ryan joined the company in January 2014 as a Paraplanner, working alongside the advisers and client servicing manager to provide our clients with a bespoke and quality service.
Ryan is studying towards the Diploma in Regulated Financial Planning. He has passed the exams; R01 - Regulation and Ethics, R04 - Pensions and R05 - Protection.