Sean joined the firm as part of the firm's graduate recruitment programme in 2008 and is now a Wealth Advisor within the team. He specialises in providing advice to individuals, trusts and companies on a broad range of financial topics, including investments, pensions, tax planning and protection. Working closely with the legal and tax experts at Womble Bond Dickinson Wealth Limited, Sean is able to contribute to a multi-disciplinary approach that assists clients to maintain and grow the wealth of their family and to improve the prospects for their business.
Sean is a Chartered Financial Planner and a Fellow of The Personal Finance Society and the Chartered Insurance Institute. Many of Sean’s qualifications focus upon investment planning, including exams in securities trading and discretionary investment management. In addition to investment planning for individuals and trusts, Sean has a wealth of experience advising individuals in relation to retirement and estate planning.