Qualifications

  • Diploma in Regulated Financial Planning (DipPFS)

Jade Shelton

Trainee Financial Planner

Qualifications

More about me

Jade manages the day-to-day administration at Proposito and is also involved in various projects. She will be your first point of contact and is quite the talker so is always up for a chat.

Jade has more than eight years’ experience within the financial profession. She started her career as an office junior and worked her way up the ranks to where she is now.

She completed the Diploma in Regulated Financial Planning in August 2021 which means that now, alongside her normal administrative work, she is more involved in technical work as she continues her financial planner training.

Jade is looking forward to developing her skills and finding out what the future holds for her.

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 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 more recently at the gym training for  Tough Mudder South West 2022 (gulp)!

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

Trainee Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all