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!

  • 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!

Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762. Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF

If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

Cordiner Wealth is not responsible for the content of external links.

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