CHARLES GILLESPIE

SHANE JARMAN CeFA DipFA

WEALTH PLANNER

Shane has over 25 years’ experience within the financial services industry having started his career with a major high street building society back in 1995.

His subsequent journey within the financial services sector has provided him the opportunity to hone his wealth planning skills and experience across a wide range of disciplines, resulting in him achieving the level of fully qualified Financial Planner in 2008.

Shane firmly believes that the key to successful client relationships is based upon a mutual trust built up over time and providing truly bespoke and tailored advice to each individual client accordingly.