Shelley joined the team at Informed Choice in September 2009 and became our Financial Planning Director at the start of 2016. She is a Chartered Wealth Manager 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 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.