Financial Planning Consultant ACSI in Oakley
The real value of financial planning isn't just about picking the right investment or pension, it's about giving you clarity, confidence and control over your future.
My job is to make sure your money is organized around your goals, protected from risk and working efficiently for you. It's about turning uncertainty into a plan - and that plan into peace of mind.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Expert advice to help provide comfort in your retirement.
Oakley
HP18
United Kingdom
Shane is located in Oakley and offers expert financial advice to suit your needs.
The real value of financial planning goes beyond choosing the right investment or pension. It is about giving you clarity, confidence and control over your future. My role is to organise your finances around your goals, help you understand and manage risk and ensure your money is working as hard as it can.
Every client has a unique story. I take the time to understand what matters to you, your values and your long-term ambitions. With this insight, I develop a clear plan and stay by your side to keep it on track.
I will help you make sense of your finances, put practical investment plans in place and monitor your progress so you always know where you stand.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 05 March 2026.
