Shaun Moore

I have over 25 years’ experience in Financial Planning holding a diploma in Regulated Financial Planning (DipPFS). For 16 years this was with Santander, specialising in Investment and Protection propositions. I spent many years assisting individuals to achieve their long-term goals and objectives with a personalised tailored approach.

Across the past 3 years, I now specialise in providing financial planning to clients of Personal Injury settlements, working alongside Deputies and Court of Protection, Professional Trustees, and claimant’s families providing an empathetic professional service.  The most rewarding aspect of the role is having a significant impact on a client’s life. Whether that be in the short, medium, or now, most likely the longer term, this gives a real satisfaction in knowing I have helped them achieve their needs. Most of my clients require long term ongoing support, so it is heartening knowing that these relationships are long lasting.

Away from the office, family is an integral part of my life. Family gatherings, holidays and meals are all regular events. Aside from family, Newcastle United is the other love in my life. I attend with my daughter and where possible make it a day out. I also enjoy cooking and watching all sports, both live and on TV.