Meet our advisers
Shane Jago DipPFS
Independent Financial Adviser
I became an Independent Financial Adviser in 2004 and I have been working in the North Devon area with my current clients for over 30 years. My aim is to deliver a jargon-free approach, particularly around retirement planning, investing and inheritance tax planning. I believe in building long lasting client relationships, which are based on trust, respect and understanding.
• I am RDR level 4 qualified
• Member of the Chartered Insurance Institute.
• Member of the Personal Finance Society
• Dip PFS (Diploma Personal Finance Society)
• Over 30 years’ experience
South West England