Stokenchurch
Shaun joined Perspective in December 2025, alongside his colleagues, following the acquisition of the firm he had been part of since 2001.
With a career in Financial Services dating back to 1988, Shaun became an Independent Financial Advisor in 2001 and later a director at Chiltern Consultancy, where he led business development.
He is a member of both the Personal Finance Society and the Chartered Insurance Institute, holding a diploma in financial advice. Shaun continues to deepen his expertise in retirement planning, inheritance tax, and trustee work, areas he’s especially passionate about.
Shaun’s role centres on helping clients cut through financial complexity and build clear, confident plans. He values the long-term relationships he’s built and takes pride in being a trusted advisor who’s truly “on their side.”
Outside of work, Shaun enjoys golf and is a keen follower of Formula 1.
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
