668 reviews | 6 verified advisers
I think, so far he has nailed everything on the button.
Myself and my business partner where looking at ways to plan for the future when we are longer in the tooth. Shaun met James, he was very impressed and we haven't looked back.
Broke down financial planning to make it simple and easy. Took time to explain processes and why he does what he does with my money. He has given me the security as well knowing someone I trust is making my money work.
Indeed! My fund is increasing.
Nothing, has helped me very well.
Approaching retirement
Facilitated transfer of several small pension pots into an investment plan.
Has exceeded my expectations.
I don't know.
I needed advice regarding my retirement
He put together a number of packages and advised me about the risks in investments. We had a number of meetings to review the options before I decided which portfolio to adopt.
My investments have grown since.
Honestly, nothing I can think of. Shaun has been consistently patient, clear and responsive. He always takes time to explain things properly and I have felt very well supported throughout.
I had several pension pots scattered across different providers, some quite old and difficult to track. I wanted clear advice on how best to manage them and what options I had for improving my long‑term position. I needed someone who could look at the whole picture and guide me properly.
Shaun took time to understand my situation fully and listened carefully before giving any recommendations. He explained the different options in a clear and patient way, and helped me consolidate my pensions into one place with a better yield and improved visibility. His approach has always been thoughtful, steady and supportive.
Yes, absolutely. My pensions are now easier to monitor and make far more sense as a single, well‑managed plan. I feel much more confident about where everything sits and the future growth looks stronger than before. The whole process has been reassuring and has given me real peace of mind.
I can’t tjinkof anything at this time.
I wanted to maximise my pension pot through growth.
Clear explanation of how my investments will work, Shaun has a way of breaking down the discussion into small chunks and explaining them in a way that makes it easy to understand.
Yes, so far.