Contact Shane
✉️shane@sanfp.co.uk
📱07796 886531
☎️02920 482 477
Sanctuary Financial Planning profile

About Shane

At Sanctuary

I try to use the phrase of Daniel Priestly “Your best thinking five years ago is your baggage today” and I like to see myself as a person who is looking to advance the way I run the business and the way I interact with clients.  I believe that the world of financial planning needs to encapsulate the persons specific objective and that all planning is built around this.  I feel that I work in a profession that is based on knowledge, I am constantly looking to build my knowledge through seminars, conferences and exams.

At Home

I live just outside Cardiff with my wife Helen and my son Ethan.  I have certainly not used the word “bored” since Ethan was born as the vast majority of my time is spend in parks, soft plays, reading books to him or watching tv.  I played Gaelic football for Cardiff for many years and have recently “officially” retired (some would say not before time!!!). Nothing can replace the buzz of team events and training for something special – the training is still continuing but now I restrict this to the gym. 

Getting under the skin

Proudest moment

The birth of my son Ethan. Life changes when children come along – a cuddle from the little fella can make my day.

Three words that would describe you

Meticulous – Analytical – Thoughtful

Top three podcasts or books

The Pressure Principle by Dr Dave Alred MBE

Key Person of Influence by Daniel Priestly

Black Box Thinking by Matthew Syed

What are the values that drive you? 

Treating everyone equally

Inspirational quote

“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal

“It’s all about the journey, not the outcome.” – Carl Lewis

The Important Stuff

Click on the below to see relevant information relating to our team

Qualifications

Diploma in Financial Planning (DipPFS)

Retirement Advise Standard  (SOLLA)

Later Life Adviser Accreditation (SOLLA)

Diploma in Financial Advise (DipFA)

Award in Pension Transfer

Certificate in Regulated Equity Release

Certificate in Long Term Care Insurance

Professional Memberships

Member of the Chartered Insurance Institute (CertCii)

Member of the Personal Financial Society (DipPFS)

Member of the London Institute of Banking and Finance (DipFA)

Accredited member of Society of Later Life Advisers (SOLLA)

Shane's entry on the FCA register

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register.

Click here to see entry

Statement of Professional Standing

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.

Click here to see copy

Pension Transfer Advice Qualification

The Certificate in Pension Transfer Advice meets the current FCA requirements to be a pension transfer specialist. Shane holds this qualification

Click here to see copy

What our clients say

Mr Jones, Bishops Stortford, client of Gareth’s since 2011

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

What were the circumstances that caused you to look for a Financial adviser?
Financial advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received