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Sean O’Shea

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Surrey, West Sussex

Sean O’Shea

Independent Financial Adviser

I have over 35 years experience working in employee benefits, banking and the legal and accountancy sector as an adviser and can bring all of this experience to the table when dealing with financial planning needs.

I advise on all areas on investment and pension planning for people who are pre and post retirement. I also have expertise in school fees planning, and later life planning including equity release, long term care and inheritance tax planning.

I will take time to understand your financial objectives. I will then develop a financial plan and over time I will work with you to update and modify your plan so that you are in a strong position to achieve your financial goals – all in a relaxed and jargon free manner.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Surrey, West Sussex

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