Shaun has worked in financial services for 22 years and over that time has gained extensive knowledge of the financial services industry and worked with a wide variety of clients.
I-News spoke to Shaun and asked him what areas he had previously advised on, he said “I particularly specialise in giving investment advice and advice to clients planning for their retirement. Whether this is whilst they are accumulating funds or have reached the stage where they wish to consider giving up work. Making sure that clients’ funds are working harder for them is central to this work.”
Shaun’s history includes time spent in the IFA arms of Yorkshire Bank and Co-operative Bank and more recently within a small local IFA practice before joining Investment Sense.
He keeps up our impressive record of recruiting highly qualified, experienced and knowledgeable IFAs to service our growing number of clients.
Anna Timms, Director of Investment Sense said, “We are delighted that an IFA of Shaun’s calibre and experience has joined us. The fact that he has chosen to join Investment Sense shows his confidence in the way we do things here. He will be a great asset to the team here as well as to the clients he advises.”
Finally, we asked Shaun what attracted him to Investment Sense, Shaun said, “I joined Investment Sense because the business shares my ethics and view of financial services. My aim has always been to provide outstanding service to my clients and deliver high quality, independent advice in a clear manner and at a fair price; this matches exactly what Investment Sense are all about.”
Shaun can be contacted on 0115 933 8433 or on 0771 777 2220.