Shane Kao

Independent Financial Adviser

08000787182 07748982561

At work

Shane has 33 years’ experience in financial services, having started out in 1985.

He specialises in helping people who are at retirement, those looking to generate a tax-efficient income and people who want to income capital for growth or income.

Shane is dedicated to providing a truly bespoke service for clients; he does not believe in doing anything unless it is in the clients’ best interests.

At home

Outside work, Shane enjoys watching football, rugby and golf. He’s also a family man, and enjoys spending time with them whenever he can.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Shane’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Shane’s.

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The Pension Planner
Courtwood House
Silver Street Head
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S1 2DD

0800 0787 182

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