Get to know Shelly

Shelly has more than 11 years of experience in financial services on a provider level and has worked for independent financial advice firms in a variety of administration, paraplanner and trainee adviser roles.

On a day-to-day basis, she is involved in drafting new business reports and carrying out any relevant calculations or analysis required for a case. Occasionally, she will attend client meetings with advisers and liaise with clients directly.

Shelly spends a lot of her spare time in the garden, being in nature or reading. She loves history, reading fantasy novels and travelling to places she hasn’t visited before. She also enjoys paddleboarding and kayaking and will try most water sports when she gets a chance.

Important information


We asked Shelly...

What’s the most important thing you bring to your role?

Hard work, dedication, and a very high attention to detail!