Overview & Experience
With over 14 years of experience in wealth management, Shaun brings a deep understanding of global financial planning to high-net-worth individuals and internationally mobile clients. He began his career at a principal practice of FTSE 100 company St. James’s Place, where he delivered tailored financial strategies to professionals in the heart of London.
In 2014, Shaun was headhunted to focus on the complex needs of international clients, developing holistic, tax-efficient strategies for cross-border portfolios. Today, his advisory approach combines technical precision with personal insight, ensuring clients receive bespoke solutions built on professionalism, integrity, and long-term partnership.
Shaun holds UK RDR-compliant qualifications and leverages both his expertise and international experience to support clients in building, preserving, and transferring wealth effectively across jurisdictions.
Qualifications & Accreditations
• Level 4 Diploma in Regulated Financial Planning