01530 860190

B ased in Leicestershire covering the East Midlands and beyond, we deliver a professional and friendly service at a time and place to suit you.

 

Our unbiased, whole of market advice covers Pensions, Savings & Investments,

Protection - for you, your family, your income or your business, Estate Planning, Commercial Finance, Mortgages and Equity Release.

 

We are committed to providing the highest level of service at all times, treating all our clients with the same consideration. 

The founder of Principle Wills and latterly Principle Financial Services, Shane is our Independent Financial Adviser and qualified Will Writer.

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After several years working in Estate Planning he found his clients would benefit from some sound financial advice and studied to gain his diploma in financial advice (DipFA) to enable him to offer our clients a fully holistic service.

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With a thirst for knowledge Shane attends regular training days and continuous personal development sessions (CPDs) to ensure he has the most current and up to date information to offer advice on.

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An avid volunteer, Shane has spent a lot of his spare time coaching children in rugby and mentoring young leaders in the sport. He was very proud to receive an invitiation to Buckingham Palace to celebrate his acheivements in a volunteering role.

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Sam deals with the day to day running of the office and all administration.

A fellow director and partner to Shane, together they make a solid team.

 

With a background in B2B sales to working in an administration role for an airline, Sam will be the voice you hear when you call us.

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Sam has also worked alongside Shane in a volunteering capacity, managing the children in the teams he has coached to holding an administration role for the local rugby club.

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