More about Shelley
Shelley specialises in managed portfolios for private clients, trusts and SIPPs. She began her investment management career in 1999 when she joined a small firm of Stockbrokers, Cave & Sons, whilst studying for her degree in Financial Services. Shelley joined Gerrard Investment Management in 2004, part of the Barclays Wealth and Investment Management business in Bournemouth.
In June 2014, Shelley joined Charles Stanley. Shelley is a Chartered Fellow of the Chartered Institute of Securities & Investments, which is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Shelley is a committee member and previous President for the local South Coast Branch.
Living in North Dorset, Shelley enjoys spending time with her family, and, having recently bought an old cottage in need of renovation, any spare time is well accounted for.