0330 038 8938
Based in Poole
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Sean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sean's status
Last checked: 23 April 2025
Sean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sean's status
2
Recent Client Reviews
Sean has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sean has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sean has not yet added their fees to their profile
Fees not yet added
Sean has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Sean
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sean's status
Last checked: 23 April 2025
Sean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sean's status
2
Recent Client Reviews
Sean has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sean has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sean has not yet added their fees to their profile
Fees not yet added
Sean has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Sean
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 4 first impressions)
I have been a financial adviser since 2024, having previously worked in the IT industry as the Managing Director of a number of IT businesses. Over the last 25 years I have developed a deep understanding of the challenges business owners face and broad range of skills that have provided a fantastic foundation to support entrepreneurs with their personal finances. My particular areas of interest are investments, pensions and estate-planning, including trusts and inheritance tax planning. My client-base ranges from young professionals to seasoned executives, but they all share a common drive and desire to succeed, and an entrepreneurial vigour. I feel that I can add so much more value to clients with whom I share a common understanding of the pressures and responsibilities of running a business. I believe the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with clients, and to be focussed on delivering their goals with them. When I’m away from the office you’ll find me either on or in the water in Christchurch harbour....or on a tennis court in Italy or Milford.
Offers available through VouchedFor
Contact Sean through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sean's clients
Based on responses provided by clients who have reviewed this adviser
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