0330 038 8941
Based in Crosby
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: June, 2017
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
36
Recent Client Reviews
Sean has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sean has received 36 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: 14 April 2025
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.
10
Qualifications Uploaded
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sean has not yet added their fees to their profile
Fees not yet added
Sean has not yet added their fees to their profile
82
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 82 first impressions)
90% of users who are not yet clients had a positive first experience with Sean
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 82 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
36
Recent Client Reviews
Sean has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sean has received 36 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: 14 April 2025
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.
10
Qualifications Uploaded
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sean has not yet added their fees to their profile
Fees not yet added
Sean has not yet added their fees to their profile
82
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 82 first impressions)
90% of users who are not yet clients had a positive first experience with Sean
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 82 first impressions)
Merseyside based Chartered Financial Planner & Fellow of the PFS. I provide holistic, financial planning to many clients and families across Liverpool, Wirral, Cheshire, North Wales and Lancashire. I have over 20 years experience within financial services and I am passionate about providing unbiased, independent advice whilst building strong, lifetime relationships with all of my clients. I understand that no one clients requirements are the same which is why I offer all initial meetings at no cost to establish the best way I can help you and also for you to be able to identify where i can add value.
Offers available through VouchedFor
Contact Sean 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 Sean'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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