Qualifications

  • Diploma in Financial Planning
    Awarded by the Chartered Insurance Institute (CII), the Diploma in Financial Planning qualification is an industry benchmark and demonstrates a core technical understanding across a range of financial planning areas.

Shelley Hall

Financial Services Administrator

At work

Shelley has worked in financial services for more than 20 years and holds a Diploma in Financial Planning. She manages all aspects of administration and client contact related to pensions, investments, and life assurance for Dane Cooper.

Off the clock

Outside of work, Shelley is married with two children. When she is not at work, she spends most of her time supporting her children with their interests. She enjoys exercise, catching up with friends, reading, and trips to the theatre.

My qualifications

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    Important information

    Insight Wealth Financial Advisers Ltd is a company registered in England and Wales, registered number: 12948998. Registered office: First Floor, 4 Deanery Court, Preston Deanery, Northampton NN7 2DT. Insight Wealth Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority no. 941825

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    If you wish to register a complaint please write to hello@insightwealth.co.uk or telephone 01604 316101. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    Tax planning not regulated by the Financial Conduct Authority

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    Contact details

    01604 316101
    First Floor
    4 Deanery Court
    Preston Deanery
    Northampton
    NN7 2DT
    Insight Wealth
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