Seb is a Chartered Financial Planner that has an extensive experience of working with business founders, having spent the last 10 years advising clients on their personal and corporate wealth; ranging from entrepreneurs with early-stage ideas through to mature businesses that have successfully exited and achieved financial independence.
He understands the unique financial challenges that business owners face and is experienced in creating financial plans that align their business and personal wealth with the things that matter most – ensuring they understand whether they can live the life they want without concern of running out of money during their lifetime, no matter what.
Founder finances and exits
Helping founders see beyond the business – so when the exit comes, or the unexpected happens, there’s a plan that’s already thought it through.
Retirement planning
Working with clients in the years before retirement to answer the question that matters most: not just can I afford to stop – but what does the life I actually want cost?
Working with sports and media professionals
Helping athletes and media professionals turn a concentrated, time-limited earning window into long-term financial security that outlasts the career.
What professional qualifications do you have?
Chartered Financial Planner.
What do you do for fun?
Chasing the sun or snow, sport, and spending time with family and friends.
What is your best meal ever?
It’s Italian food, right? It has to be.
What is your money weakness?
Over-analysing money decisions. Sometimes it’s right to just listen to your gut.
What is the best thing you have spent money on?
My head wants to say our home, but it was actually tickets to see England beat Germany at Wembley.
