Tom Birtles

ADVISER PROFILE

Shaun Atkinson

Role: Partnership Manager
Location: Liverpool Office

Shaun can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.

Shaun is an outgoing character that loves connecting the many arms of our firm to provide a cohesive experience for the people we work with. He enjoys developing the firm to overcome the challenges offered by an ever-changing financial advice landscape, finding new opportunities for our team, clients, and partners to continue enabling us to make a positive impact.

Shaun is keen to advance our firm’s already strong reputation in offering high quality, bespoke advice services to our clients, by developing our relationships with the professional services our clients trust to promote good outcomes for our clients.

Outside of work…

Shaun spends his spare time hiking with his border collie Blea, sailing & rock climbing.

He is heavily involved with the local community and has been elected into local council, as well as sitting on the board of Trustees for local charities.

In 2022 Shaun was awarded the Queens Award for Voluntary Services, the highest award a voluntary group can receive in the UK.

SHAUN’S CONTACT DETAILS

Contact Shaun Today

Area of interest (tick as appropriate)

3 + 14 =

By submitting your details you are consenting to our Privacy Policy