Belfast
Sean is an experienced financial advisor who joined Perspective in September 2024 and has spent 12 years working in the Financial Services industry.
He takes a clear, structured approach to financial planning and is focused on helping clients make confident decisions about their future.
He holds a Diploma in Regulated Financial Planning and supports clients across a broad range of financial planning needs. Sean’s advice is tailored to each client’s personal circumstances and long-term objectives.
Sean’s approach centres on helping clients understand their financial needs and what they want to achieve. He finds his role most rewarding when he can help clients gain security, work towards their retirement goals and enjoy greater peace of mind about their finances.
Check out Sean’s VouchedFor profile here.
I enjoy travelling to new places and trying the local foods. When I’m not travelling, I spend my free time trying new restaurants in Belfast and socialising with friends.
I’ve run seven marathons – and won’t stop talking about it.
I want to see more of the world – lots of places still on my list to visit.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
