Freephone us today on 0800 0321419
Shane holds the Diploma in Financial Planning and the Certificate in Mortgage Practice from the Chartered Institute.
Shane has worked in financial services for over 26 years, previously working for the Prudential and CIS. He became a member of the Throgmorton team in 2005, when he started his career as an independent financial adviser.
Shane specialises in investment, wealth planning, inheritance tax mitigation and retirement planning advice. He takes great pride in building and maintaining long-term professional relationships with his clients. The majority of Shane’s clients have been referred to him by existing clients who can testify to his commitment to providing a highly proactive, tailored advice service and many have been with him for many years.
Shane is married to Loretta and they have three sons. He loves to spend time with his family and his interests include theatre, travel, reading, walking, golf and the cinema.
Email: sw.ipswich@throgmortonltd.co.uk
Phone: 0800 0321419