Shelley was a senior solicitor before joining the family business in 2011 to work alongside her husband Ben and her Dad, Frank. She is now a Director of Cordiner Wealth and works as a paraplanner.
Shelley prepares our investment suitability reports. This means understanding what our clients want and identifying how it can be achieved from what they have available to work with. She then takes Ben’s financial planning recommendations and sets them out in concise, client-friendly documents.
Outside work Shelley enjoys yoga, walking the dogs, and travelling to find new adventures with Ben and the kids.
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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: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF
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