Shaun Downs

Shaun Downs Email and Phone Number

Financial Adviser Leicestershire @
Shaun Downs's Location
Leicester, England, United Kingdom, United Kingdom
About Shaun Downs

Shaun Downs is a Financial Adviser Leicestershire at North Sands Financial Management Limited. They possess expertise in retirement planning, income protection, wealth management, pensions, inheritance tax planning and 18 more skills.

Shaun Downs's Current Company Details
North Sands Financial Management Limited

North Sands Financial Management Limited

Financial Adviser Leicestershire
Shaun Downs Work Experience Details
  • North Sands Financial Management Limited
    Director
    North Sands Financial Management Limited Mar 2021 - Present
    Leicestershire, England, United Kingdom
    After 5 successful years as a financial adviser with Prudential Financial Planning I am delighted to start my own business , North Sands Financial Management, a partnership practice of M & G Wealth Advice. North Sands Financial Management Limited advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice.
  • Prudential Financial Planning
    Partner
    Prudential Financial Planning Sep 2016 - Present
    East Midlands
  • Shaun Downs Wealth Management Ltd, Associate Partner Practice Of St. James'S Place Wealth Management
    Director
    Shaun Downs Wealth Management Ltd, Associate Partner Practice Of St. James'S Place Wealth Management Oct 2012 - Sep 2016
    I have worked in financial services for over 7 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, investment planning. More details are available on my website at www.shaundowns.co.uk As an Associate Partner Practice of St. James’s Place Wealth Management based in Market Harborough, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management
  • Axa Wealth
    Financial Planning Manager
    Axa Wealth Nov 2011 - Aug 2012
  • The Co-Operative Banking Group
    Financial Adviser
    The Co-Operative Banking Group Nov 2006 - Nov 2011

Shaun Downs Skills

Retirement Planning Income Protection Wealth Management Pensions Inheritance Tax Planning Wealth Financial Services Critical Illness Wealth Management Services Estate Planning Fixed Annuities Financial Planners Investment Strategies Retirement Financial Advisory Asset Allocation Strategic Financial Planning Wealth Accumulation Investment Advisory Savings Finance High Net Worth Individuals Financial Planning

Shaun Downs Education Details

  • Tresham College, Kettering
    Tresham College, Kettering
    Hnd

Frequently Asked Questions about Shaun Downs

What company does Shaun Downs work for?

Shaun Downs works for North Sands Financial Management Limited

What is Shaun Downs's role at the current company?

Shaun Downs's current role is Financial Adviser Leicestershire.

What schools did Shaun Downs attend?

Shaun Downs attended Tresham College, Kettering.

What skills is Shaun Downs known for?

Shaun Downs has skills like Retirement Planning, Income Protection, Wealth Management, Pensions, Inheritance Tax Planning, Wealth, Financial Services, Critical Illness, Wealth Management Services, Estate Planning, Fixed Annuities, Financial Planners.

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