Shonagh advises on a wide range of financial planning specialisms spanning all stages of life…from pension & investment planning to protection, helping create a financially secure retirement for her client.
Before joining PW & Partners in 2012 Shonagh spent 11 years providing specialist financial advice within the bancassurance industry. She put herself through and obtained a Diploma in Financial Services whilst gaining a true understanding of her clients’ (business or individual) financial goals. Achieving Chartered status earlier this year, Shonagh's clients can be confident they are dealing with one of the UK's leading Financial Planners.
Shonagh advises on a wide range of financial planning areas…from pre-retirement through to retirement age and beyond. She believes there should be a strong and trusted relationship between client and adviser, that everyone is unique and with this in mind, she really takes the time to get to know her clients - striving to offer financial planning advice that meets their individual needs and objectives - now and for the future.
Areas of Expertise:
- Retirement Planning – going back to basics through meaningful, open and honest conversations to truly understand what planning they require now in order to spend retirement enjoying it to the full and knowing that their plans are in place. Whether it is planning your retirement, looking for options at retirement or reviewing your income in retirement, Shonagh can help. She is also fully qualified in Defined Benefit Pension Transfers which is a hugely specialised area of advice.
- Savings & Investments – recommending comprehensive tax-efficient investment solutions for client’s hard earned money, making it work as hard as possible to help maximise return
- Life Insurance - working closely with carefully selected providers to offer an extensive product range to give clients and their families peace of mind and security that they have things covered
Shonagh’s desire to not just do a good job, but a great one, really shines through in her personality and the overall experience she delivers to her clients.