Sheldon's Story
Sheldon is a member of the Personal Finance Society (PFS) and the Society of Mortgage Professionals (CII).
He started advising private clients in South Africa where he was registered as a key individual within a family run financial planning practice before returning to the UK in 2013.
He has over 10 years’ experience of helping people like you with their financial planning needs.
Happily married with two children, Sheldon’s time outside work mainly revolves around his family and encouraging them to participate in as many outdoor activities as possible.
He’s also a keen sports fan, with a particular love for rugby, football and cricket. He wishes he still had the time to play more regular sport, without the fear of getting too badly injured!
The FCA requires that all retail investment advisers hold a Statement of Professional Standing. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:
Qualifications
- Has adhered to a code of ethical standards.
- Holds the required qualifications for the activities they undertake.
- Has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons).
| Qualifications | Institute |
|---|---|
| Diploma in Financial Planning | Chartered Insurance Institute (CII) |
| Investment Advice Diploma | Chartered Institute for Securities & Investment (CISI) |
| Certificate in Securities Advice and Dealing | Chartered Insurance Institute (CII) |
| Certificate in Mortgage Advice | Chartered Insurance Institute (CII) |
| Certificate in Life and Pensions | Chartered Insurance Institute (CII) |
| Financial Planning Certificate | Chartered Insurance Institute (CII) |