Shane Elgie

Trainee Paraplanner

0800 0787 182

At work

Shane’s day-to-day role includes learning our internal systems, conducting research, and preparing suitability reports.

Shane is currently training to become a Paraplanner. He is excited to take on this new challenge and looks forward to building his career in financial services.

At home

Shane is a very laid-back individual. In his spare time, he enjoys catching up with his friends and family at the cinema or at home watching shows.

Shane likes to try new things and travel when he can. Being a fan of cold weather, his favourite place he has visited so far is Norway. His dream trip would be snowboarding in Japan!

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Shane’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. Shane’s SPS is available upon request.

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