Shane Frank

Shane is a Financial Adviser who works with clients to bring their finances into focus, helping them understand their options and make informed decisions about their future. His approach is straightforward and practical, with an emphasis on building relationships that last as life and circumstances change.

Planning for life and retirement

Shane advises on pensions, investments, retirement planning, life assurance and protection, estate planning and longer-term financial planning.

He looks at how each part of a client’s finances fits together, whether they are building their wealth, preparing for retirement or considering what they want to pass on to the next generation. The aim is to make financial decisions easier to understand and connect them to what matters most to each client.

Business owners and employee benefits

For business owners, personal finances and business interests are often closely connected. Shane considers both together, helping clients plan for retirement, protect the value of their business and look after the people who contribute to its success.

His work includes corporate pensions and employee benefits, alongside Death in Service, Key Person Protection, Shareholder Protection and Relevant Life cover. Advice is shaped around the owner’s circumstances, the needs of the business and their plans for the future.

A lasting advisory relationship

Shane places importance on being someone clients can speak to as their priorities change. He takes time to understand their circumstances and keeps advice clear and practical, supporting decisions today while maintaining a view of the years ahead.