Shaun started his working life specialising in taxation and has worked for several of the top firms of accountants including KPMG, as well as the specialist Life Company Clerical Medical Investment Group. Shaun now has some 29 years of experience in the financial sector and holds two degrees.
Shaun's particular areas of expertise relate to Investment and Taxation including Trust Planning, as well as the pension arena. His typical clients tend to be individuals approaching retirement, and indeed post retirement. He is particularly knowledgeable in the more complex areas of planning and able to guide clients with creative solutions to meet their financial planning objectives including IHT planning and the complex world of drawing pension benefits following the new pension freedoms.
Outside of work, Shaun enjoys athletics, reading and listening to music, and regularly attends live concerts and the Theatre.
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