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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)

“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)

“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 (Administrator)

“I have worked in various roles within the Financial Services sector where I have gained experience in Mortgages, Insurance and Investments. After working for Fidelity/FundsNetwork for 5 years I decided to relocate from Surrey to Plymouth and was lucky enough to secure a role with SFP, where I am now progressing my career and aim to attain a diploma in Paraplanning. SFP are extremely supportive to both their staff and their clients and are very focussed on doing right by their clients. I am very excited to be building my career with such a great company.

Outside of work I am a big football fan (Chelsea) and enjoy going out and socialising, and spending time with my family.”

Nicola Blakeman (Administrator)

“I have found myself in a role I never thought I would come across but I have thoroughly enjoyed my time at SFP thus far. I admire the ethics of the company and the great relationship the team have with clients. Having graduated from Plymouth University I very much wish to stay in this great county, and this job allows me to do this. Hopefully, if possible, I can progress in one way or another into the independent financial advice world. Whilst not at work I enjoy anything related to the sea, which includes being a volunteer for the Marine Biological Association.”

Lily Morton (Reception/Administrator)

“After graduating from Plymouth University with a degree in Economics, I was delighted to be offered the opportunity to return to SFP following on from a successful internship year that took place with the company in 2016/17. Following that experience, I discovered I had gained a new edge as I found myself with a new and improved work ethic, allowing me to increase my productivity levels in my last year of university. My newly found motivation and refreshed way of working was fostered by the amazing SFP team who always set a high standard, whilst working relentlessly to put clients first.

I am now faced with new challenges within my role at the firm, and hope to continue adapting to the day to day operations the company requires to run as smoothly as it does. I very much value the ethos within the company which strives for customer satisfaction more than anything. I also admire the sense of community created for the staff in our offices – making everyday a pleasure!”

Wuraola Idris (Receptionist/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
4.8 (95.24%) 21 votes