Shaun
Shaun graduated from Brunel University with an LLB Hons degree in Law. He then spent 8 years working for one of Europe’s leading manufacturing companies, helping them to continuously improve their processes and ways of working, resulting in them significantly growing their profits.
In 2019 Shaun made the decision to join McMillian Financial Advice via the St. James’s Place Academy. This enabled him to transfer the skills that supported large businesses increase their profits, to supporting individuals, families and small businesses protect and grow their wealth. Shaun advises on all aspects of wealth management including protection, retirement planning, savings and investment planning. He is very passionate about providing a holistic approach to wealth management advice, building long term relationships based on trust and making finance simple for his clients.
Shaun lives in Romsey, a historic market town in the country of Hampshire, and provides his services to individuals and businesses in the South and South East of England.
Outside of work, Shaun is an avid Gym-goer, enjoys travelling and spending time with his friends and family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
