Qualifications

  • Diploma in Regulated Financial Planning (DipPFS)

Jade Shelton

Financial Planner
01285 708444
jade.shelton@proposito.co.uk

Qualifications

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.

Statement of professional standing
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

Paraplanner

Anne Manning

Administrator

View all

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

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    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

    If you wish to register a complaint please write to us at hello@proposito.co.uk or telephone 01285 708444.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    4 Dollar Street,
    Cirencester,
    Gloucestershire,
    GL7 2AJ
    01285 708444 hello@proposito.co.uk
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