Shaun Conboy - Independent Financial Advice in Bradford, West Yorkshire
Shaun Conboy
Finding truly independent advice is no easy task. Finding experienced advice is even harder!
Shaun A Conboy (Yes, that's his real name !) of SAC Financial Services Ltd is a qualified, whole of market Independent Financial Adviser (IFA) with over 21 years' experience as an IFA . Working around Leeds, Bradford , Yorkshire and the North of England , SAC Financial Services Ltd are not tied to any Bank, Building Society or Insurance Company, our role is to represent our clients, formulate financial strategies and simply help people and companies make sound financial plans.
With over 21 years' experience as an IFA offering expert financial advice Shaun brings a wealth of experience to all aspects of personal and corporate financial planning. We understand how difficult it is to find your way through the maze of financial products, offers and plans that are pushed at us all each time we make a visit to the local bank or building society.
That's where we come in. We are not stock pickers and do profess to be able to 'pick winners' or instantly make clients tremendous financial gains. However, by understanding client's needs, long term objectives, family situation, attitude to risk etc. we can formulate a financial strategy to suite your needs and circumstances now and into the future.
What about your personal taxation, inheritance tax, life assurance and pension planning, the problems can seem never ending ! it's no wonder that some people entrust all of these financial problems to their bank or building society, hope for the best and simply act on the advice that they offer...but in who's interest ?
Retirement Planning
As people approach the end of their working lives they have many concerns, anxieties and worries on how to plan for a stress free successful retirement. Investing clients' money, which has been accumulated over many years is a huge responsibility and is never taken lightly. Shaun has been investing client moneys for over 21 years and understands the task at hand and that this process should be well thought out, carefully planned and not rushed.
Corporate Financial Planning
Confused about Key Man Cover, Cross option agreements? Are you aware of the new Stakeholder Pension rules for companies with 5 employees or more which will come into force in 2012? SAC Financial Services Ltd can help with all these issues, we know the rules and can definitely help guide you through them and best of all it costs nothing to find out!
Financial review are free of charge and without obligation. These meetings can take place at your home, office or initially just an informal chat on the phone if you prefer. Shaun
Testimonials
As a result of this attention to detail, and genuine care to find the best options for all occasions, some of our personal clients have been with Shaun for over 18 years.
Don't take our word for it, read our testimonials, watch the film below, it's only a few minutes long.
McCain Foods Ltd
We run their Planning for Retirement seminars nationally. This is a 2 day course that is open to all staff. We have delivered these for the last 10 years.
Leeds City College
We deliver a very successful 1 day course also called Planning for Retirement.
The promotional film for this can be seen to the left.
If you would like to find out more about what we can do, all of our initial meetings are free and without any obligation on your part to take up any advice put forward. Pick up the phone drop me a e-mail, or send me a pigeon! I really don't mind - it costs nothing to have a chat, and we will be happy to help.
SAC Financial Services Ltd is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority Number 446933.