Shaun is a Chartered Wealth Planner and the Head of Wealth Planning. He joined the firm at the start of 2021 and has over 15 years’ experience in Wealth Management.
Shaun specialises in working with individuals and families to firstly understand their current financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these. He simplifies complex financial matters in a concise way, helping them obtain clarity, understanding and peace of mind with their finances.
His expertise include lifetime cashflow planning, tax-efficient investing, financial protection, pensions, retirement planning and succession planning.
Shaun is one of our key spokespersons and provides commentary to financial press. Shaun also regularly features in our quarterly magazine, Confidant.
“I find it incredibly rewarding to help demystify complex subjects and work with my clients to provide reassurance on key life moments, that come from having a clear financial plan in place.”
Shaun Robson
Mayfair branch
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