Meet the team
Get to know the members of our team and the people who support us along the way.
Mark Sekree
Partner and Chartered Financial Planner
Mark is the second generation of the 3-S family partnership.
He has been the lead financial planner at the firm for the past decade, taking care of our clients both new and old.
Owen Sekree
Founding Partner and Chartered Financial Planner
3-S was founded by Owen Sekree in 1992. He is one of a small handful of people in the UK to have passed all the exams necessary to become a Fellow of the Personal Finance Society.
3-S is supported by
Oliver Jones
Associates Ltd
The experienced mortgage advisers at Oliver Jones help and guide our clients through the mortgage process. We’ve been working with them for over 10 years.
Tax Plus Chartered Accountants
Tax Plus are a personable, knowledgeable team of Chartered Accountants. If you or your business needs accountancy support, we will refer to their friendly team.
Bankhall Technical
Support
Bankhall provide us with technical support. They help us manage and enhance our policies, processes and procedures in-line with compliance and regulatory requirements.
Pure Protect
Pure Protect are our go-to partner for insurance. If we recommend insurance products, Pure Protect will take care of everything and recommend insurance for your individual needs.
Intuitive Admin Support
Intuitive provide us with essential administrative support. This means they help our team prepare documents, review plans, process work and keep everything we do up-to-date and organised.
Hear from our clien ts
© 3-S Financial Management are authorised and regulated by the Financial Conduct Authority. You can find 3-S Financial Management on the FCA register by clicking here. Registered in England & Wales. Registered Office: 15 Gold Hill, Shaftesbury, Dorset, SP7 8HB.
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