Shaun BrennanDipPFS BSc (Hons)

Investments | Pensions | Retirement Planning | Protection

Financial Planner

Shaun has been looking after clients for 30 years and in that time has helped many families and businesses plan for their future, helping them to establish attainable objectives and move towards achieving their financial goals.

About

Shaun has a strong commitment to his professional development to ensure that, in an ever more complex world, he remains up to date and is able provide his clients with an exceptional service.

Qualifications

Level 4 Diploma in Financial Planning with extensive experience in Pensions, Investments, Protection and all aspects of Financial Planning.

What the Riverfall team say

“A great communicator with all clients, they feel reassured and are never baffled with jargon. Far too much hair for a man of his age”

Client Testimonials

“I have known Shaun for a good number of years and trust him to give us the best advice for our current circumstances.”

“I would like to express my thanks to Shaun Brennan of Riverfall Financial. On his previously taken advice, he has been looking into a pension scheme that I can put money into. The other week we went through my options and decided on a scheme where I can pay monthly and build up a pension. I want to thank Shaun for looking into this for me and I would have no hesitation in recommending Riverfall Financial to anyone else who needs pension advice.”

“He did what I would have expected to have read on the tin.” Mr Rice

“Both my adviser Shaun and the client service team have done a first class job, very fast and efficient. Their care and attention made me feel I was their only client. Well done”

“I am very grateful for the excellent help and advice received from Shaun Brennan and felt 100% confident in the service provided” Mr Lewis

“Over the past months on more than one occasion I have needed some financial advice and I knew there was no better person to ask then Shaun Brennan. I contacted Shaun and he was more than happy to meet me wherever was more convenient for me and whatever time. Shaun’s knowledge and practical advice is outstanding and he is so good and simplifying every details to make you fully understand everything. From these meetings I now have a policy in place which is very important for me in my line of work and me and Shaun will be working together again in the near future. I would have no hesitation in recommending Shaun and Riverfall Financial for all your financial needs” Mr Tailor

”Clarkson Accountancy are a trusted firm of accountants providing various accounting solutions to small and medium sized businesses. We provide a high standard of service and in return we expect the same high level of service from our contacts and suppliers.

An employee recently required financial planning advise due to a change in circumstances. Shaun was contacted and arranged a prompt meeting. He provided a thorough review of their situation and provided excellent advice and solutions. He ensured sufficient life cover was in place to cover the family. The pension and saving portfolios were also reconciled into more suitable investments. The team at Riverfall kept them updated throughout the process.

I would not hesitate to recommend Shaun and his team. I know that Riverfall Financial work tremendously hard to ensure that their customers receive and outstanding service at a very competitive price”.

Lisa Clarkson, FMAAT, Clarkson Accountancy

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