Shirley is a Financial Planning Manager. She has over 30 years’ experience in Financial Services and joined Attivo Group in 2020. Shirley holds the Advanced Diploma in Financial Planning and is a Chartered Associate of the London Institute of Banking & Finance (LIBF). She is also a Chartered Member of the Chartered Institute for Securities & Investments (CISI).
Our Financial Planning Managers are responsible for the development and competence of our Financial Planners. They design and deliver training to develop product, technical and regulatory knowledge to ensure our advisers keep up-to-date with the latest financial regulations. They also review and assess our Financial Planners to develop their ability to provide compliant advice and excellent client service.