Shaun Richardson
Chartered Financial Planner
Shaun approaches financial planning with the belief that every client is unique. He takes the time to understand your goals, priorities and circumstances, ensuring his guidance is always tailored to what matters most. With extensive experience supporting people from all walks of life, Shaun builds relationships rooted in trust, clarity and open communication. He oversees each stage of the process with professionalism and care, making sure everything is handled to a high standard.
Shaun has spent many years in the industry, gaining experience in banking, broking and now as a holistic financial adviser. His career spans both UK and international markets, and he is a Chartered Fellow of the Securities Institute (CFSI). Having originally studied law with the intention of becoming a solicitor, he brings an ability to break down complex situations and present them clearly, making them easier for clients to navigate with confidence.
At home...
Shaun enjoys travelling and has visited numerous countries, having also lived in France, Spain and Mauritius over the years. He’s an avid reader with a particular interest in history, social science and world literature whenever time allows.