• Diploma in Regulated Financial Planning (DipPFS)

Jade Shelton

Financial Planner


More about me

Jade has been on quite the journey since joining us in December 2018 – having gone from Technical Assistant, to Trainee Financial Planner and now a Financial Planner.

Jade has worked within the financial planning profession since 2013 and her exposure to (nearly) all the roles available within the profession, means that she has a comprehensive understanding of how everything fits together.

She completed the Diploma in Regulated Financial Planning in August 2021, and has really immersed herself into her role and she enjoys speaking with people and helping them to achieve their goals.

She is currently training for Chartered Status with the aim to complete this by Spring 2025.

Alongside this, Jade also heads up our marketing and new business development.

What do you enjoy most about your job?

The versatility of my role means that I get to do lots of different things. I love meeting and speaking with clients, but I also love getting my head down and doing more of the technical work too.

If you could give one single piece of advice to someone approaching financial planning for the first time, what would it be?

To be open and willing to share your concerns with us. We are here to help after all and the more we know, the better we can help. In return, we too promise to be open, fair and transparent in everything we say and do.

When you’re not at work, where are we most likely to find you?

You’ll either find me at home in my safe place, spending time with my partner, friends and family or playing netball for my two awesome teams!

What one thing can you not get through your day without?

Laughing. A day without laughter is a day wasted.

Tell us something people might be surprised to know about you…

I have a degree in Sports and Exercise Science from the University of Gloucestershire.

Meet the rest of your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Jade Shelton

Financial Planner

Sarah Egan


Anne Manning


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