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Home » Staff » Shaun Coleman

Chartered Financial Planner

Shaun is a Chartered Financial Planner, Fellow of the Personal Finance Society, holds the Society of Trust and Estate Practitioners Certificate in Trusts and Estates and a Law Degree.

He has 25 years of industry experience, advising clients on a wide range of financial planning matters and in Trusts and Estate Planning. Furthermore, he understands the legal and compliance aspects of the industry.