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An ex Accountant, turned Adviser, Shaun sees both risks and opportunities from Climate Change and Biodiversity issues. Shaun constructs customised portfolios in line with clients goals, aspirations, needs and values.

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Organisation

  • Morgans Financial Limited

Company number

Services offered

Certified products

Approved products

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.