Looking after clients across the South West from our offices in Bridgwater, Bristol, Weston-super-Mare, Yatton, Wedmore and Clevedon
Sean McCabe
Chartered Financial Planner
With a career in finance since 1988, Sean began at Lloyds Bank before joining Chartwell in 2000 and Centurion in 2011. Sean specialises in Later Life, Retirement Financial Planning, and private client Financial Planning matters. He holds the distinction of being a Dementia Friends Champion and a Society of Later Life Advisers (SOLLA) accredited adviser.
Specialisations:
- General Practitioner
- Care Fees Planning
- Equity Release
- Tax-Efficient Investing
- Retirement Planning & At Retirement
- Business Owners & Professionals