Shelley is a Chartered Tax Adviser, having qualified as a double prize-winner in 2007. Although she is the youngest member of the management team, Shelley has experience in innovative tax planning with particular expertise in wealth management. Shelley has previously worked at Kleinwort Benson Private Bank, advising on tax affairs and structures for high net worth individuals, before moving into a role combining tax consulting with marketing and business development. Shelley plays a key role in maintaining client and introducer relationships, built on trust and mutual understanding along with and creating new relationships. She is client focused and seeks to fully understand individual and corporate needs before advising on tax-related matters.