Us
Turning technical know-how into financial success, guiding our advisers and clients with expert paraplanning.
Shaunagh Wilson
Paraplanner
Get To Know Shaunagh
After leaving school, Shaunagh started studying Law before moving into financial services.
Shaunagh began her career working as a trainee financial adviser in 2013 and soon realised her passion lay in technical paraplanning and compliance, and continued to progress her career in this area. Shaunagh completed her Diploma in Financial Planning and quickly became a technical team lead. She plays a vital role in supporting the technical paraplanning, advice and compliance at Strategic Wealth Partners.
Outside of work, Shaunagh enjoys spending time outdoors. You will usually find her at the beach, camping in the lakes or hiking with her partner and son. She has a desire to convert a Mercedes Sprinter into a campervan and travel the world, enjoying the simpler things in life.
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
© 2024 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Ash Park, Shillinglee Road, Plaistow, Billingshurst, England, RH14 0PQ.
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
