Introducing our new Financial Planning Director
Shelley, a Chartered Wealth Manager and Certified Financial Planner, joined Informed Choice in September 2009 as a Paraplanner.
She made a return to Financial Planning in October 2013, combining the provision of advice to clients with leading the Paraplanning team, and has been part of the Informed Choice strategic board for the past couple of years.
Shelley has over fifteen years of experience in retail financial services, previously working with a national IFA firm in a number of different roles, including as a wealth adviser.
She holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII) including advanced qualifications in taxation and trusts, personal investment planning, pensions and investment portfolio management.
Shelley recently became a Chartered Wealth Manager; a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients.
The Chartered Wealth Manager qualification provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
Shelley is also a Certified Financial Planner (CFP) professional, the only globally recognised mark of excellence in Financial Planning.
Candidates for CFP certification must master theoretical and practical financial planning knowledge by completing a comprehensive course of study that meets standards set by Financial Planning Standards Board.
We look forward to introducing Shelley to our clients and benefiting from her experience as we continue to grow our business, continually improving our standards and processes.