Connolly Financial Planning
We’re proud to be based in Oakham, Rutland and love working with the people in our local community. Our family business is built on three important values that we live and work by.
Contact UsYour home may be repossessed if you do not keep up repayments on your mortgage.
Company Values
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Integrity
From the way we explain your paperwork to the emails we send, it’s our goal to be clear, transparent and ethical in everything we do. We want to make sure you always know where you stand and are comfortable to ask any questions, any time.
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Accountability
We understand that putting your money in someone else’s hands isn’t something you’d do lightly. We’re grateful for the opportunity and take responsibility for the outcomes of the advice we provide.
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Community-centred
We don’t have offices up and down the country or around the world because we’re a local business that’s well and truly invested in our community. It’s our goal to know, support and work closely with individuals and local businesses so that everyone benefits.
Sean qualified as a Financial Advisor back in 2016. Since then, he has excelled in the industry gaining the trust of his long-standing clients. Sean prides himself on good working relationships and communication which help support clients’ expectations. He loves face to face meetings as nothing beats having a cuppa and chat where possible. Before this Sean ran a very successful electrical company for over 10 years with many clients following him from Sparkie to Advisor. What a testament that is!
Likes : Cooking, weekly boxing class
Dislikes : Queuing (for anything)
Hobbies : Golf, Leicester Football Club
Burning desire : That one (or both) of my boys will play football for England!
Nancy joined the Practice having worked with Sean and Natasha previously some years ago. Having worked in many sectors over the years, Nancy has office management running through her veins and brings a wealth of administrative experience to the business. Nancy is a real people person, providing a warm welcome when you walk through the door. As well as ensuring the smooth running of the office, she is the first point of contact with our clients making sure that their queries are dealt with quickly and efficiently.
Likes: Italian food, nice wine, dogs (in any shape or form) and a good book
Dislikes: unkindness
Hobbies: spending time with family and friends, cooking/baking and keeping active at the gym
Burning desire: to learn to play the piano!
Natasha got into the world of finance after meeting Sean in 2019. After going through her exams, Natasha became a Mortgage and Protection advisor back in 2022. Prior to that, she was a professional dancer both on land and sea for over a decade. Now juggling work life and mummy life to their two boys, there is never a dull moment. Tash is thrilled to be at the heart of Connolly Financial Planning and loves meeting new people and building long standing working relationships.
Likes : Good food and wine, spending time with family and friends and being able to dry washing on the line.
Dislikes : Coriander.
Hobbies : Live theatre/music
Burning desire : To have seen Elton John live
Sam began his journey in financial services in 2020 as a trainee Paraplanner in the IFA sector, completing his Level 4 exams in 2023. Sam met Sean in early 2025, representing the newest member of the Connolly Financial Planning Team.
Likes: movies, music and his pet dogs
Dislikes: winter golf (the game is hard enough without the cold and rain!)
Hobbies: keeping active with the gym, cycling and gaming when time allows
Burning desire: to visit Japan
Libby recently joined Connolly Financial Planning, bringing with her valuable experience from a background in property management. In her role as Mortgage Administrator, Libby works closely with Sean to support clients throughout their mortgage journey – from the initial discussions and property search right through to completion. She liaises with solicitors and estate agents to help ensure each case progresses smoothly, keeping clients informed and supported every step of the way.
Likes: Thai food, ballet, going to gigs, sausage dogs, exploring new places
Dislikes: running
Hobbies: going to the gym, baking, paddleboarding
Burning desire: to visit New York city, and Thailand (and to learn piano but Nancy has already claimed that one)
