Our Team

Shaun lives with his wife and two children in the seaside town of Worthing.  He has been providing financial advice since 1996 at several companies before setting up BCJ Financial Planning with his two fellow Directors in 2011. He prides himself on the service he provides for his clients and enjoys helping them and their families throughout the financial journey.  He specialises in Wealth management, Savings and Investments, Pension and Retirement planning, Estate planning, Long term care Insurance and Life protection.

Shaun is a member of the Chartered Institute of Bankers in Scotland (CIOBS) and holds the Diploma in Investment Planning.

Shaun is a long-time follower of sport in general and still enjoys playing Cricket and Golf with his son, even at his age. Umpiring at cricket might be the next step! 

Lisa joined BCJ Financial Planning in early 2016 having previously worked in the Banking sector as a Mortgage adviser for 16 years. She has subsequently passed her Diploma for Financial Advisers which has allowed her to become an integral part of the company’s advice team. Lisa also helps out in the office with general administration duties.

Lisa’s home life is taken up with looking after her young family as well as the two family dogs.

Sandra joined BCJ Financial Planning shortly after inception in 2011 having previously worked in a Bank for 18 years. Sandra works part time undertaking the company administration duties. When not in the office, she is busy with family life.