0330 038 8941
Based in Romsey
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: November, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Shaun and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 28 June 2026
Shaun and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
35
Recent Client Reviews
Shaun has received 35 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Shaun has received 35 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 18 January 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
6
Qualifications Uploaded
Shaun has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 qualification certificates available to view
Shaun has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shaun has not yet added their fees to their profileFees not yet added
Shaun has not yet added their fees to their profile
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shaun (based on 20 first impressions)100% of users who are not yet clients had a positive first experience with Shaun
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shaun (based on 20 first impressions)
About
Business owners are risk takers. They pour everything into their business — their time, energy, money — often putting staff, clients, and growth before their own future. But here’s the thing: your business isn’t your financial plan. And if you don’t think about how to extract value on your terms, HMRC and life’s curveballs will do it for you. That’s where I come in. I specialise in helping business owners turn business success into personal wealth — tax-efficiently, strategically, and with complete clarity. From pensions and protection, to extracting profits and planning an exit, I bring structure to the chaos and make sure you are looked after too. It always starts with a coffee ☕️ Let me guess - you’ve thought about sorting it, but when the time is right, when turnover hits £X, when the kids are older, or maybe I'll just do it myself. You’ve promised yourself you will do it… when. A free bit of advice: every year you delay it will cost you more in time and money — and take you further from the future you actually want and deserve. While I love working with business owners who are ready to take control, my client book won’t be open forever — so if it’s on your mind, now’s a good time. Exit Strategies may include the referral to services not provided by SJP The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/12/2025
