Shonagh Livingstone

Director
PW & Partners

Shonagh is a Chartered Financial Planner & Fellow (the highest Financial Planning qualification within the industry) who focuses on Retirement Planning. She has jointly owned PW & Partners along with Martha Martindale since 2020 and together they have been successfully and organically growing the business.

Before joining PW & Partners in 2012 Shonagh spent 11 years providing Financial Advice within HSBC. She obtained her Diploma in Financial Planning whilst gaining a true understanding of her clients’ (business or individual) financial goals.

Shonagh specialises in Retirement Planning helping clients plan for retirement and/or helping them retire early. She believes there should be a strong and trusted relationship between client and adviser, that everyone is unique and with this in mind she really takes the time to get to know her clients – striving to offer financial planning advice that meets their individual needs and objectives – now and for the future.

CPD & Training with Shonagh Livingstone:

Annual Conference Day 4 2023 On-demand

CPD
On-demand
CPD & training events, Conference, High Street and General Practice, In-house, Technology
Watch our keynote presentations and expert speakers present on topics including The Rule of Law, Trauma-aware law and Female leaders and why we need them and sub-plenary sessions on AML, Financial Compliance, Risk Management, Business Development, Financial Management and Legal Technology.

The benefits of working with a Financial Adviser Webinar

CPD
Live online
2nd October 2024 12:00 - 13:00 CPD & training events, Live webinars
Hear from speakers Shonagh Livingstone and Martha Martindale who are financial specialists from PW & Partners discuss the benefits for a Lawyer and their client, when working together with a Financial Adviser.