Shaun Hardaker

Based in our Poole office, and working with clients across the Southwest, Shaun brings a wealth of experience and a personal touch to financial planning.

Before stepping into the role of Financial Planner, Shaun worked as a client liaison and within the technical team, gaining hands‑on knowledge across all areas of financial planning. This background ensures a deep understanding of both the technical detail and the human side of advice.

Passionate about building strong relationships, Shaun enjoys getting to know each client and guiding them toward the best options for their unique circumstances. With so many possibilities available, no two pieces of advice are ever the same—and that’s what keeps financial planning both rewarding and impactful.

Key areas of focus include:

• Helping young families looking to put long‑term plans in place for security and growth
• Retirement planning, helping clients prepare for and enjoy the retirement they deserve

Outside of work, Shaun is dedicated to family life and has a strong passion for sport and fitness. Whether training at the gym or taking part in combat sports, there’s always energy for new challenges—most recently, stepping into the world of MMA.