Shelley McCarthy DipPFS AIFP

Associate Planner

T: 01483 274566
E: shelley@icl-ifa.co.uk   

Shelley joined Informed Choice in September 2009 as an Associate Planner.

Her main responsibilities are to write high quality client advisory and Financial Planning reports for delivery by our Financial Planners.

Shelley also works with Martin to select 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.    Shelley is an Associate of the Institute of Financial Planning. 

Outside of work, Shelley enjoys netball, outdoor activities and cooking.

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