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 spent the last 18 months completing internal training whilst also building on her soft skills. She has embarked on undertaking her Chartered exams in order to further expand on her knowledge.
She has already immersed herself into her new role as a Financial Planner and is looking forward to meeting people and helping them to achieve their goals.
Alongside this, Jade also heads up our marketing and new business development.
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