Sean holds the Diploma in Financial Advice from the Institute of Financial Services.
Sean became a financial adviser in 1995, originally working for the CIS. Sean became an independent financial adviser when he joined Throgmorton in 2009.
Sean focuses his advice mainly in wealth management. Most of his clients are near retirement age or have already retired, and are seeking to generate income via pensions and investments, whilst making full use of tax and trust planning opportunities. Sean understands that his clients want to retain their wealth and he takes great care and patience in helping them to meet their objectives.
Sean’s interests outside of work are generally sporting, but with a particular passion for Golf, football and rugby.