Sean is a Chartered Financial Planner and Retirement Benefits Specialist with many years experience. He advises on pension planning, investments, protection, estate and tax planning and mortgage finance. His expertise in Pensions has led to many Professional contacts referring their clients to him when considering their Retirement options. Sean feels it is hugely beneficial for people considering their Retirement Options to get some specialist advice to ensure they make the right choices based on individual circumstances.
Sean believes in taking the time to get to know clients and building long term relationships providing advice on an on-going basis. He covers the North and North East of Scotland and most of his clients come through recommendations from existing clients who have benefited from his advice over many years.