Director and Chartered Financial Planner
Shelagh has worked in financial services for over 30 years. Her specialist areas are investments and pensions; she is also a Chartered Financial Planner and Pension Transfer Specialist, meaning she has met rigorous criteria to become one of the UK’s leading financial professionals.
As a Director, Shelagh is also responsible for compliance and risk functions in the business, as well as team development.
The aspect she loves most about her job is meeting with clients and helping them to achieve their aspirations through bespoke financial planning.
In her spare time, Shelagh enjoys walking, playing golf in the sunshine and skiing. She is also passionate about raising money for charity and supports a number of local organisations.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
You can view Shelagh’s entry on the FCA Register by clicking here.
You can view Shelagh’s SPS by clicking here.
- Walking my dog
- Sitting in the sun
- Good food with red wine/cava
- Spending time with family and friends
- The occasional round of golf when the sun is shining
- Poor service
- Rude people
- Golf in the rain
- Wasting money
- Being unorganised
What do Shelagh's client have to say?
We went to Landmark a little overwhelmed at the prospect of handling things ourselves, afraid of making irreversible bad decisions. Shelagh explained our options clearly and gave us confidence, explaining possible future gains versus risk levels. We feel happy with the choices we eventually made. We found Shelagh's mix of professionalism and genuine interest in us as individuals very reassuring.
Clients since 2017
Shelagh is excellent at explaining complex financial operations to someone with limited knowledge. There is no such thing as a stupid question, and I feel confident to ask her anything about my finances.
A client since 2008
The data and analysis Shelagh provided around my family’s circumstances was not only impressive but second to none. I found Shelagh to be open, honest and thoroughly professional; she seemed to understand exactly what was important to myself and my family. I am now looking forward to having a secure retirement as well as knowing that my family will be well provided for in the future.
A client since 2017