Chartered Insurance Institute
Chartered Financial Planner
Heather is a great believer that successful financial planning is based on having a good understanding of clients’ goals, current position and their attitude to risk. With over 25 years’ experience, Heather joined Brown Shipley in 2015, having previously worked for a Leicester based IFA for 18 years. Heather is a Certified Financial Planner Practitioner and a Chartered Financial Planner. In particular Heather works closely with retirees designing solutions to utilise their pensions and investments in a tax efficient manner to fund their desired lifestyle, whilst also considering strategies to pass wealth on to their chosen beneficiaries.