Sean Regan

Senior Financial Planner

Sean Regan is a Chartered Financial Planner who focuses on helping individuals and families plan for their long-term financial independence.

Sean works closely with clients to help them understand, develop and implement their financial plan, particularly around pensions, investments, financial protection and estate planning. Through working with clients to deliver a financial planning strategy tailored to their unique needs and objectives, Sean is able to give his clients the peace of mind that their financial affairs are looked after, and allow them to focus on their careers, families and own interests.

Throughout his career, Sean has advised a wide range of individuals, family groups and trusts, with a significant number of his clients having had a background as partners at leading law and accountancy firms, barristers and business owners. Sean assists his clients at the various stages of their lives, from accumulating savings during a career, transitioning to drawing on assets to support retirement, and ultimately on passing wealth on to the next generations.

Outside of work, he enjoys travelling, reading and watching both football and rugby.