About Shelley

I joined the firm to work with my dad and Ben in 2010, after the birth of our second child.

I was previously a senior solicitor in Commercial Property so had plenty experience of office work & administration. I write up Ben’s file notes and recommendation reports for our clients and I specialise in cutting out jargon to explain things clearly!

Qualifications
  • R01 – Financial Services, Regulations and Ethics
  • R02 – Investment Principles and Risk

What do you enjoy most about your job?

I am happy to support Ben in his role. It’s always interesting to read his advice and it’s great to see how well this is working for our clients at each review.

Favourite way to spend a day off…

I love to go walking in the countryside, especially if I can persuade one or both kids to join me. I’m also partial to a leisurely lunch and/or an occasional spa day!

Spotlight questions

The next place on your travel bucket list…
Vietnam & Cambodia. I’d also like to visit Jersey & Guernsey.
Three things that can instantly make your day better…
Hugs, sunshine & a nice glass of fizz.
An achievement you’re really proud of…
My greatest achievement is my kids; they really are incredibly beautiful & amazing.
Something people might be surprised to learn about you…
I have tattoos!

Get in contact

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