Meet Shaun West

Office Manager

Shaun West
Shaun West
Office Manager

Shaun has worked in banking and financial services for nearly 40 years. Initially with Natwest, Shaun became a financial adviser with Lloyds before exploring other careers.

Shaun returned to financial services and has become an integral part of running the business. Shaun has structured all of the client reviews, organises withdrawals and Transfers and keeps the company compliant with regulatory changes and liaising with Quilter head office.

Outside of work Shaun is an annual member of Kent Cricket club and regularly attend games at Canterbury. He also loves sporting events and live music. Shaun lives in Dover.

Testimonials

Patrick J

My family has been associated with Mark Christie for decades. Being no financial experts ourselves, but realising that the savings my mother and my late father had accrued over the years were not performing as well as they should, we listened to the advice Mark offered at the time. A few years later,  we also called on his expertise to set up a Trust to protect my mother’s funds from Inheritance tax. All worked out to perfection.

The trust I had built in Mark’s expertise over the years led me to entrust some of the savings my wife and I had realised, to Christie Wealth. Again Mark offered simple, understandable investment plans that we felt comfortable with.

In this tribute, i do want to include Shaun West. Always prompt to respond to enquiries and offer simple solutions. Now the time has come for me to contact Mark to draw up IHT plans of my own.

Finally, a few years ago, my son caught the Christie Wealth fever; again Mark arranged for the funds to be invested wisely, including his pensions.

Alan and Jill V

Mark Christie has been our financial advisor since 2012

We would recommend him to anyone who wants advice on investing in stocks and shares.

We always look forward to his Annual visit when he presents our Annual Review.

We have complete confidence in him and his team.

 

Richard B

Christie Wealth Ltd inherited me from a retiring broker a few years ago. The 'Quilter' product has made me a considerable amount of money in this time.

I have never had any problem accessing my money via a member of Christie Wealth team.

 

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