Shelley McCarthy CFP DipPFS
Senior Paraplanner
T: 01483 274566
E: shelley@icl-ifa.co.uk
Shelley joined the Support Team at Informed Choice in September 2009. She is a Certified Financial Planner (CFP) professional.
Her main responsibilities are to write high quality client advisory and Financial Planning reports for delivery by our Financial Planners.
Shelley works in the technical support team, selecting suitable financial products and investment funds to recommend.
She shapes recommendations to clients in conjunction with the rest of the team and contributes to our Investment Committee by preparing investment and economic data.
Shelley has ten years experience in retail financial services, previously working with a national IFA firm in a number of different roles, including as a wealth adviser.
She holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII) including advanced qualifications in taxation and trusts, personal investment planning, pensions and investment portfolio management.
Outside of work, Shelley enjoys netball, outdoor activities and cooking.
