Head of Client Support Services
Shilpa has over 12 years’ experience in the financial services industry, the majority of that time acting as a paraplanner, closely supporting the advisers she works with. Shilpa undertook and completed the Certificate in Financial Planning, which helped her gain a better understanding of UK laws, pensions, investments and protection policies.
In her spare time, she loves reading, travelling to exotic destinations (especially World Heritage Sites) and watching professional tennis. She also practices calligraphy and Indian classical music.