Shane Cox Dip PFS

Independent Financial Adviser

shane@carterdawes.com

Mobile: 07967 350370

Specialism

I enjoy working across the whole financial advice spectrum; it makes my role extremely interesting. The majority of my advice is in relation to investment planning & retirement solutions. Retirement & investments plans can often seem complicated; I take a great deal of care to ensure clients understand the investments that they make and the solutions available to them.

I am committed to Independent Financial Advice being honest and ethical in its approach. I am driven by providing excellent service knowing that clients and professional connections can be fully assured of receiving advice they can trust.

Qualifications

• Diploma in Financial Planning
• Financial Services, Regulations & Ethics (CII Level 4)
• Personal Taxation (CII Level 4)
• Investment Principles & Risk (CII Level 4)
• Financial Planning Practice (CII Level 4)
• Certificate in Commercial Mortgages
• Certificate in Personal Finance
• Member of The Personal Finance Society

Career History

I have been fortunate to gain experience in both large corporate and small to medium size business throughout my working career. I spent 10 years with Barclays Bank working with small business before joining a local company as a Sales & Marketing manager. I returned to financial services working in the commercial and retail market and thoroughly enjoy my role with CarterDawes.

Hobbies, Interests & Family

I live in Exeter with Sarah and our three lovely children. Running around after them is a full time job in itself! When time allows I enjoy playing golf and now that age has caught up with me occasional five a side football.

I am keen musician and enjoy playing the piano.