Linda has worked in the financial services sector since 1991. A professional, qualified adviser whose qualifications include the Chartered Insurance Institute Diploma in Financial Planning (Dip PFS). She has a wealth of knowledge and experience in the investment, pension and retirement market. Linda has a passion and a vision to provide individuals, families and businesses with a comprehensive, client centred, independent financial planning service designed to meet their increasingly complex financial planning needs. She also has over 10 years 'hands on' experience in managing an advisory firm prior to meeting Simon in 2008.
Linda is committed to providing clients with objective financial guidance and advice. Shorestone has built this reputation with clients based on trust, honesty, integrity and excellence. She believes that Independent financial planning should be available to everyone and her skills are focused on understanding client needs and objectives and preparing financial plans to meet those varied needs.
Linda is married and has one daughter. She loves sport, especially athletics, hockey and surfing in the West Country. Linda has run 3 marathons but is looking for a quieter life now and generally opts for running or cycling around the Surrey hills with her husband. Linda enjoys travelling, films and music and luckily shares these passions with the whole family! She is actively involved with the local church.
“In this day and age it seems to be a rare thing- but I absolutely love my job!
I enjoy imparting my skills and knowledge and presenting them in a simple manner so that my clients can clearly understand the options available. I aim to cut through the mire of financial jargon, provide education and real understanding and to empower clients’ to make informed decisions about their future personal and financial goals.”
Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is a Limited Liability Partnership registered in England No: OC 341462
Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative and cost effective approach to personal financial advice.
Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven.