Shelley joined the team at Informed Choice in September 2009 and became our Managing Director in October 2019, following three years as our Financial Planning Director.
She is a Chartered Financial Planner, Chartered Wealth Manager, CISI Chartered Fellow (Financial Planning), and Certified Financial Planner (CFP) professional.
Shelley specialises in Financial Planning and Inheritance Tax Planning.
She 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 Advanced 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.
Outside of work, Shelley enjoys netball, outdoor activities and cooking.
Tel: 07827 015520