Introducing: Shirley Chapman

Earlier this year we welcomed the latest member to our growing team, Shirley Chapman, in the role of Administration Manager. By way of an introduction, Alistair Hopton took 5 minutes to get her current perspectives on her role and views about the future of Monenti Partners.

Can you tell us more about you, your role, and what you do?

I work at Monenti Partners as the company’s Financial Administration Manager, I have a number of years of experience working in Financial Services and hold a 1st class degree in Financial Services (BA). My degree was a great foundation for understanding the value and power of real financial planning and advice.

My job involves overseeing a number of areas in the business that support the team and our clients so that the business continues to run smoothly, and ultimately our clients receive the outcomes they require.

Day in the life: One of my core roles involves the collating and formatting of our client’s Investment Progress Reports for their financial planning meetings, which provide risk, performance, asset allocation and fees information to aid the understanding    of whether a client’s financial plan is on track.

What is the favourite part of your role?

Working with a team that genuinely cares about the outcome and well-being of their client’s objectives and goals. Everyone shares the same vision and we are dedicated to our mission of taking our clients from Financial Uncertainty to Financial Freedom.

What does the future hold for Monenti Partners?

I believe Monenti Partners to be the future of financial planning, with its core values and efficient processes. We aspire to set the benchmark for the quality of financial planning within our profession. With our growing team we hope to share the good work that we do with more clients who share our vision.

What do you think the future of financial planning looks like?

I believe the future to be bright for our profession. As technology continues to innovate, having one-to-one interaction with a specialist that can analyse and build your financial plan will be considered even more of a luxury and will set us apart.

The content of this Briefing is for general consideration only. No action must be taken or refrained from being taken without advice and so no responsibility can be assumed for any loss occasioned as a result of any such action or inaction. This Briefing is intended only for clients  and prospective clients of our practice. It is designed to inform, educate, and entertain. It does not constitute advice. If you would like a detailed discussion of your financial planning, or any other point raised here, then please do not hesitate to contact us.  Please note that past performance is not necessarily a guide to the future and investors may not get back the amount originally invested as the value of any investment and the income from it is not guaranteed. The Financial Conduct Authority do not regulate taxation advice.