Select Page

Our Office Team

“During the time that I have worked in Financial Services thus far, my passion for this industry has grown immensely. I am a highly motivated individual and thrive at the opportunity to further develop my knowledge and skills. I am currently undertaking my CII exams in order to achieve the Level 4 Diploma and become qualified as an Independent Financial Planner. My ambition is to have a successful career within Financial Services and help people realise their financial goals. In order to achieve our lifetime objectives effective planning is required and I want to ensure that, even from a young age, people understand the importance and value of such proficient advice.”

Ellie Summers (Head of Paraplanning)

“Whilst growing up I never knew what I wanted to do and by luck I found myself with a burgeoning passion for the financial services industry. After gaining some valuable experience elsewhere, I am now extremely proud to be working for SFP, who offer excellent customer and personal service which I find very refreshing after coming from a larger organisation. I have just started my CII Financial Diploma exams and hope to progress my career further with the support of the company. I have lived in Plymouth all my life and in my spare time I am a keen supporter of Plymouth Albion Rugby club.”

Sophie Berkley (Head of Administration)

“I work primarily with the Cheltenham based advisers, helping to prepare reports and recommendations for our clients. I am fully qualified to offer financial advice, but prefer to be office based, and like to ensure that all our research has been conducted to a very thorough standard. I have worked for major institutions as well as smaller operations, and always enjoy interacting with contented clients. I have lived in Cheltenham for many years after moving down from Liverpool with my then employer, Eagle Star.”

Karen Gardner (Senior Paraplanner)

“My role is to conduct all the necessary research to enable our advisers to prepare lifetime cashflow plans for our clients. This is an important facet of what we offer at Shore Financial Planning as it puts our clients in a position where they can more clearly foresee a number of financial scenarios which may affect their plans and objective. I have worked and supported Mark Helmke and Andy Thatcher for many years and we enjoy working together.”

Helen Bridger (Research Technician)

Kate Yates (Senior Administrator)

“I have worked in Financial Services in a variety of roles, from retail banking to mortgage arrears, this has given me the opportunity to see Financial Services from different perspectives. I decided to start studying the Level 4 Diploma in Regulated Financial Planning, then the opportunity to work at Shore Financial Planning arose, an opportunity that would allow me to use the knowledge gained from my studying to put this into practice as a Paraplanner. Since I first arrived here it is clear to see that the client always comes first in everything we do, which is really refreshing to see, having previously worked in mortgage arrears departments where there has been clear irresponsible lending/advice in the past.

Outside of work I am an avid football fan, supporting Liverpool. I have also taken up running, completing the Plymouth Half Marathon and am now considering which other challenges to take on.”

Nick Heathcote (Paraplanner)

“After many years in hospitality management I took a career change to find a better work-life balance. I started working for a business process outsourcing company, discussing the options to help people in financial difficulty get back on track with their mortgage payments. I wasn’t in a position to give advice, but I really enjoyed reviewing their circumstances, matching solutions, and signposting them to the right places for support.

I jumped at the chance to work for Shore Financial Planning because of their reputation, their client-focused attitude, and the support they offer their staff. I’m a driven person so although the work is challenging, I love pushing myself to learn more each day and I’m looking forward to building my qualifications further. I’ve not just found the right work-life balance here at Shore Financial Planning, I’ve found a great job role, an inspiring team and an exciting career path ahead of me.”

Naomi Elder (Administrator)

“I started working within Financial Services from a young age and built up a strong base knowledge of the industry. During this time I married and started a family thus taking time away from career ambitions. After a few years being a stay at home mum, I took a position at a Chartered Accountants, not wanting to deviate too far from the world of finance, allowing me to broaden my horizons and increase my knowledge of finance as a whole. Although this position was thoroughly enjoyable and demanding, I decided I would like to move back to my roots when I was presented with an opportunity to join SFP. Working as part of such a friendly, professional and customer focused team has been like a breath of fresh air and has really given me the drive and ambition to further succeed within the financial industry and progress towards becoming a qualified Paraplanner. This is something I believe is achievable with the unwavering depth of knowledge and support provided by all at SFP.”

Becky Bird (Administrator)

“I always try to get the door when the buzzer sounds, but it is never for me. My duties are to bark loudly at delivery guys and root around everyone’s bins. Oh, and sleeping.

I love working with my colleagues here because I regard all of them as my pals and chums, and when we play games together I win a lot. I don’t add much value to the business to be honest but don’t think anyone has noticed yet.

Out of work most of my interests are the same as in work, a bit like the top dogs here really.”

Splash (Office Dogsbody)

Our Team
4.7 (94.67%) 15 votes