0330 038 8938
Based in Stirling
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: May, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 21 July 2026
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Sean has received 13 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Sean has received 13 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: 10 February 2026
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.
11
Qualifications Uploaded
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below11 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowSean has provided information on their typical fees
Sean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 10 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 10 first impressions)
About
Independent, Chartered Advice. The initial meeting is at my cost and there is no obligation to proceed any further. Following my Business Degree, I entered the Financial Services industry. I have over a decade's experience, including holding roles with Aviva and Prudential and I have helped hundreds of clients achieve their goals. I am one of the few financial advisers to be awarded the title ’Chartered Financial Planner’ which is the gold standard for those providing financial advice. In achieving this I was awarded the Turris Partnership Quaich by The Insurance and Actuarial Society of Glasgow for achieving the highest grade of members who sat the exams that year. I am also a Fellow of the Personal Finance Society. Typically, I work with clients who are looking to: Review existing pensions/investments Provide an income after they stop work Save and invest their money Put inheritance tax planning arrangements in place Put financial protection in place to cover ill health and death If you think I can help, then please get in touch. I am happy to answer any questions you may have over the phone or by email. Alternatively, if you would like to meet face to face, we can arrange a meeting.