I’m Shaun Palfrey and have been working in financial services for over 40, after 5 years at NatWest I moved into Investment Banking with careers at several leading multinational organisations including Salomon Brothers, Bank of Tokyo and Dresdner Kleinwort. In 2022 I took the plunge to retrain myself as a Financial Planner joining Monro Financial Management, a local independent firm providing holistic financial planning and wealth management services for individuals, families and businesses.
My extensive background in Financial Services combined with my own experiences in life means I focus on what really matters most in helping people achieve their life goals through straight-forward and impactful financial planning. At Monro we understand what truly matters to clients, and build long-term relationships founded on trust and empathy by tailoring bespoke strategies that align with each client’s personal or professional goals
I became a Director of the Mole Valley Chamber of Commerce in November 2024.
