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Based in Surbiton
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
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Seán and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Seán and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Seán has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Seán has received 15 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: 29 January 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.
5
Qualifications Uploaded
Seán has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Seán has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Seán has not yet added their fees to their profile
Fees not yet added
Seán has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Seán (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Seán
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Seán (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Seán and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Seán and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Seán has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Seán has received 15 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: 29 January 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.
5
Qualifications Uploaded
Seán has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Seán has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Seán has not yet added their fees to their profile
Fees not yet added
Seán has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Seán (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Seán
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Seán (based on 15 first impressions)
• Chartered Financial Planner • Free initial 1 hour consultation. • Over 16 years working in finance, assisting client across Europe, covering various investment markets. • Fully qualified Chartered Financial Planner, DipPFS, AF5 Advanced Financial Planning, AF7 Advanced pension transfer, hold the Investment management certificate (IMC) and mortgage certificate. • Holistic Financial planning • Pension Advice/Reviews/Retirement planning (do not advise on DB/Final Salary schemes). • ISA Advice/Reviews. • Investment Advice/Reviews. • IHT planning. • Protection Advice; including Life Insurance, Critical Illness, Income & Business Protection. • Cash flow forecasting - generating reports and scenarios according to needs and objectives
£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 Seán'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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