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Sean Kerry

DipPFS
My aim is to be your trusted Partner in creating clear financial solutions.

My practiced philosophy focuses upon maintaining a long-term, trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.

About

Sean started his career with one of the UK’s largest companies during which time he rose to become highly respected Consultant specialising in Investment planning, Inheritance Tax Planning and Pension planning as well as Protection to provide holistic financial planning while developing relationships with his clients and their families for the long term.

Sean’s experience is also complemented professionally by having completed the Financial Planning Diploma, along with other specialist qualifications.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 21/10/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Sean Kerry Wealth Management Limited is registered in England and Wales, Number 09105947. Registered Office: 8 Pretoria Grove, South Wooton, King's Lynn, Norfolk, PE30 3SP.