Sean spent 16 years at Standard Life as a senior consultant and latterly within the wealth management division providing the more detailed investment and tax advice required by high net worth clients.
Sean has brought this knowledge and experience to the Encompass fold. His interest in psychology and exploring people’s relationship with money led him to complete a life planning course run by the noted US financial planner and Buddhist teacher George Kinder.
Sean believes life planning and financial planning are complimentary and that by following this principle he builds trusting and lasting relationships with his clients. Sean’s other key areas of experience cover matrimonial breakdown and estate planning.
When not working Sean engages his passion for cycling which regularly involves taking on new challenges and raising funds for his chosen charities.
Recommended reading:
Divorce & Splitting Up: Advice From a Top Divorce Lawyer
The Wealthy Divorcee: A Step-By-Step Guide to Navigating the Finances During and After Divorce