Our Office Team
I have worked for three small local IFA companies and two larger ones over the last 20 years and very much prefer the more client focused approach of the smaller companies like Shore. My role involves assisting the advisers with report writing and research and I have experience of a wide range of products and providers. I hold the CII Diploma in Financial Planning and an accountancy qualification from the Association of Accounting Technicians.
Outside of work I enjoy spending time with my two young children (both under 10), travelling, swimming, walking and going to comedy shows and concerts (although the latter have been slightly curtailed by the arrival of the children and other seismic events worldwide).”Paul Sheward (Senior 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 Hall (Senior Administrator)
“I have always had a passion for maths and numbers, so I knew from an early age that I wanted a career in finance. After gaining valuable experience within the retail banking sector and accountancy, I jumped at the opportunity to work for such a well-respected financial planning operation.
Since joining SFP, I have found the team to be incredibly friendly, warm and welcoming, with everyone focused on delivering the very best customer service we can. I feel I have the perfect balance in undertaking tasks that I genuinely enjoy and being part of a team that looks after one another.
I am lucky to have such a wonderful working environment, and having not always lived in Plymouth, having an office so close to Plymouth Hoe is perfect for a lunchtime stroll.”Sarah Pearce
“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)