Sean Howlett

Financial Planner

Work

I have worked in the financial services sector since 2014, beginning my career as a trainee mortgage adviser before qualifying as a Financial Adviser.

Over the years, I’ve developed a strong ability to understand the finer details of investments and funds, which I use to help clients make informed financial decisions.

I enjoy working with people from all walks of life, from business owners to professionals, and take pride in building lasting relationships based on trust and clarity.

Rest and play

Outside of work, I enjoy good food and great wine, as well as travelling to and exploring new places. I also appreciate the occasional countryside pursuit.

We asked Sean...

My proudest moment as a Financial Planner was:

I am proud to help my clients gain a clear understanding of their financial position I find it fulfilling to help them meet their goals and objectives and retire early.

The three things I love most about my job are:

Working with clients to help them set, understand and achieve their financial goals. The opportunity to meet new and interesting people, who I take pride in building strong, long-term relationships with. The opportunity it gives to turn a bucket list dream into a reality.

The types of people I most enjoy working with are:

Honestly anyone but I particularly enjoy helping those approaching retirement who may feel uncertain about their existing plans. My goal is to bring clarity and structure, so clients can move forward with confidence about their financial future

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Alison Fry

Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Nathan Adam

Financial Planner

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Sean Howlett

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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