Sean Walsh

FPFS

Director & Chartered Financial Planner

Fellowship

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Certificate in Financial Planning

Certificate in Equity Release

Certificate in Mortgage Advice

Certificate in Financial Planning and Lifetime Mortgage Activities

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Life & Pensions

Award in Long Term Care Insurance

At work

Sean has spent his entire professional career in financial services and has held both management and business development roles with Allied Dunbar, Norwich Union and Sun Life of Canada. He is also a Chartered Financial Planner; placing him amongst the UK’s leading financial professionals.

Sean’s specialist areas of expertise are holistic financial planning, Defined Benefit transfers and providing advice to those in the medical profession.

As a Director, Sean is responsible for developing Ergowealth’s client-facing services, including our centralised investment proposition and the technical infrastructure that supports this.

At play

In his spare time, Sean enjoys walking his dogs, socialising with family and friends and keeping up with sport of all forms.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Sean’s entry here.

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. You can click here to view Sean’s.

Client testimonials