0330 038 8938
Based in Coalville
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Shane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Shane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Shane has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shane has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Shane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Shane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Shane has provided information on their typical fees
Shane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shane (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Shane
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shane (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Shane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Shane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Shane has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shane has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Shane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Shane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Shane has provided information on their typical fees
Shane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shane (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Shane
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shane (based on 8 first impressions)
Principle Financial Services is committed to providing the highest level of service at all times offering first class, whole of market independent financial advice in Leicestershire and covering the East Midlands. We are totally client focused and have a 'treat customer fairly' attitude offering holistic advice to support you throughout your financial planning journey. I started in the Estate Administration Industry in 2011 before starting my own company 'Principle Wills' in 2015. During this time I found more and more clients asking me for advice on all aspects of their financial position. This led me to seek further training so that we could offer an independent and complete holistic service. In turn, Principle Financial Services Ltd was formed. We are now delighted to be working in an industry that we love, removing the stress away from people and providing peace of mind and security in their lives. So not only can we offer financial support and advice but a full estate administration service by teaming up with our sister company Principle Wills Ltd We have built many long lasting relationships with our clients through our unique approach and use of plain talking, creating a trust which is key to our reputation of always putting our clients first. Outside of business my passion has been rugby union and have enjoyed roles within the sport at club and county level as a coach, coordinator, mentor and chairman. After developing a Young Rugby Ambassador programme to work with the youth of our community we were awarded the 'Greatest Impact' award for England and Wales at Twickenham. My proudest moment was being recognised for my work as a volunteer together with my partner Samantha for which I received an invite from the Queen and Duke of Edinburgh to attend Buckingham Palace along with the worlds top coaches and players during RWC2015. At Principle Financial Services we bring this same energy and love of our community into our business. If, like many UK adults you find financial matters hard to understand and don’t have the time, knowledge or the experience to do this yourself, then we may be able to help you. I would love the opportunity to meet and assist you, so for a FREE, informal initial consultation please arrange an appointment for me to come and see you in the comfort of your own home. Regards Shane
Offers available through VouchedFor
Contact Shane through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Shane's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Principle Financial Services is a trading name of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority Number 460421. Registered Office: Garfield House, 165 to 167 High Street, Rayleigh, Essex, SS6 7QA.