Shirley works with us as a Client Manager and is based in our Tavistock branch. Having joined our team in 2016 as an Accounts Senior, she swiftly ascended to the role of Client Manager in 2020.
Shirley’s journey, starting from her involvement in her family’s farming accounts at a young age, to training with a top 30 firm and then joining us, has moulded her into the experienced and well-rounded advisor she is today. Shirley thrives on guiding and educating clients, helping them navigate the complexities of their financial matters with confidence. Outside of her professional achievements, Shirley is kept busy in the office of the family farm but finds time for cherished moments with her family.