Shirley’s professionalism is enhanced by her warm and approachable manner. By making sure she has fully understood your needs, Shirley is able to put together a relevant financial plan that paves the way for a long lasting relationship based on trust, transparency and client satisfaction. There is no such thing as a silly question! Shirley is very experienced, with an impressively clear head for all matters to do with her field of expertise. I also found her to be sensitive to the needs of individual circumstances, and with a very strong sense of her duty of care to her clients.
