Menu

Meet the Team

Shannon Currie
Director

It’s a privilege to do what I do. With Clients there is a simple rule for me – if I can’t recognise your voice on the phone then I’ve taken on too many Clients.

Asked for their opinion of me, friends and colleagues say they respect my professional competence and ethical behaviour but that I am quite clearly not a ‘salesman’.

In a traditionally sales-oriented profession this may seem a disadvantage. But those who become clients have discovered this is actually an advantage.

It means my skills and focus are on delivering highly personalised service coupled with technical competence and this is what actually matters when dealing with Clients affairs.

In particular, I am well known for my work with Private Individuals & Families, Trustees and Charities. Those with what looks like substantial assets – usually over £500 000 – often have a complexity in their affairs that I find I can help with

I pride myself on clarity of advice coupled with a transparent, evidence based approach to Investment Management.  My aim is to cut through any complexity and not only help our Clients to feel secure about their future, but feel comfortable in their relationship with us.

I am a Chartered Wealth Manager as well as a Certified Financial Planner (both awarded by the Chartered Investment and Securities Institute – CISI). The CFPtm is the only globally recognised accreditation of Financial Planners. I also hold the CII’s Advanced Financial Planning Certificate (Dip PFS), as well as the UK Society of Investment Professionals’ ‘Investment Management Certificate’ (IMC). The IMC is a specialist investment qualification for fund management, which less than 1% of financial advisers in the UK attain.

I am proud that VouchedFor have rated me as one of their Top Advisers – based purely on the independent feedback of our clients.  It means we are doing what we say we do.     https://www.vouchedfor.co.uk/financial-advisor-ifa/moorgate/6135-shannon-currie

I also was included in a guide of UK’s Top Professionals, recently published by The Sunday Times in association with VouchedFor, called ‘Finding The Right Expert’.  Please follow the link to access the publication; I am listed under London.  https://drive.google.com/a/vouchedfor.co.uk/file/d/0B8PD__R-t_oNWkZ0VzhfbFJ2aVk/view

I grew up in Zimbabwe (Rhodesia) and South Africa, before coming over to the UK in 1994 to find my roots – theoretically backpacking for a year and here I still am!

A ‘temp’ role in Financial Services firm became a permanent position and shortly after resulted in becoming Investment Director for the Financial Planning division of a ‘Top Four’ Accountancy firm.

I then spent some time in consultancy – in partnership with Phil Billingham – which included work as an expert witness, as well as contributing to a number of Industry forums.

In 2009, I decided I wanted to return to what I love – working with Clients and so Perceptive Planning was born.

Outside of work, my time is spent on gardening, photography and travel – often visiting my widespread family!

Reviews and Ratings for Financial adviser Shannon Currie, London
Phil Billingham
Director

After growing up in Wales and South Africa, and working as an Industrial Chemist in the Steel Industry, I joined Financial Services in 1982. I have held a few roles since then, as an Adviser, Manager, Trainer, Financial Planner and as a Business and Technical Consultant to other Advisers.

At Perceptive Planning I have a mainly operational role, supporting the Client team, headed by Shannon. I do look after a few personal Clients, as well as being the firms Pension Specialist, often looking at occupational pension scheme transfers and valuations. I have been a qualified specialist in this field since 1996.

I believe in ‘giving something back’, and being part of the increased professionalism of our industry. I am a past Director of both the Institute of Financial Planning (IFP) and the Society of Financial Advisers (SOFA), and a past member of the Financial Planning Standards Board (FPSB) Regulatory Advisory Panel.

I enjoy helping other Financial Advisers cope with regulatory change, and have been lucky enough to have spoken at conferences and worked with Advisers, Planners and Regulators in the UK, USA, Ireland, Australia, France, Portugal, Hungary, Bulgaria, Monaco, Canada and South Africa

I am an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society, a Certified Financial Planner (CFPtm), a Chartered Wealth Manager and a Chartered Financial Planner.

I have been an expert witness since 2006, and have contributed to cases in both the English and Scottish High Courts.

I am a frequent contributor to the professional press, and Professional Adviser Magazine listed me amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011

Outside of work, my hobbies are walking a large black dog called Ebony, red wine, travel and Welsh Rugby

Stephanie Ruane
Client Services

My financial services career initially started within accountancy where, in my late teens, I spent a while working in the management accounts department for Random House Publishing company.

Following some frustration whilst arranging a mortgage with an industry professional I thought ‘I can do that!’ and moved into mortgage advising with a large national firm. I then branched out on my own as an independent mortgage consultant.

It was in December 2010 when Shannon gave me the opportunity to come on board with her newly established Financial Planning company and since then I have not looked back.

I currently fill one of the Paraplanner roles working within the Client Services team.

In between children and pets I do not tend to have much free time for hobbies however I am sure that, as the family starts to spread their wings, I will be able to enjoy spending time with horses again, both riding and driving.

Eleanor Clark
Client Services

I finished my A Levels and managed to get a position in a Financial Services firm providing endowment and life insurance illustrations and arranging policies for solicitors and their Clients across England and Wales, a service offered by the Law Society at that time. I then became a financial adviser for a building society before specialising in mortgages and joining a company providing mortgage advice to the other financial advisers and their Clients.

I then took a rather long break (8 years) from Financial Services to have a family.

The position at Perceptive Planning came up just as my youngest was starting to school so I took this as a ‘sign’ that working with Shannon and Phil was my destiny and persuaded them to take me on.

My job title is Client Services and I provide Paraplanner support to Shannon. The role is quite varied and Shannon has been great in pushing my knowledge and stretching the work I undertake on her behalf. We are busy – boredom is something I have not encountered here and the variety, along with the people I am working with, means coming to work is not a chore.

Out of work I spend much of my time as a taxi service and cheerleader for my children. I also help at my daughters dancing school and enjoy travelling given the opportunity…as long as the facilities are right!

X
Shannon CurrieIMC Dip PFS CFPcm, Chartered Wealth Manager

It’s a privilege to do what I do. With Clients there is a simple rule for me – if I can’t recognise your voice on the phone then I’ve taken on too many Clients.

Asked for their opinion of me, friends and colleagues say they respect my professional competence and ethical behaviour but that I am quite clearly not a ‘salesman’.

In a traditionally sales-oriented profession this may seem a disadvantage. But those who become clients have discovered this is actually an advantage.

It means my skills and focus are on delivering highly personalised service coupled with technical competence and this is what actually matters when dealing with Clients affairs.

In particular, I am well known for my work with Private Individuals & Families, Trustees and Charities. Those with what looks like substantial assets – usually over £500 000 – often have a complexity in their affairs that I find I can help with

I pride myself on clarity of advice coupled with a transparent, evidence based approach to Investment Management.  My aim is to cut through any complexity and not only help our Clients to feel secure about their future, but feel comfortable in their relationship with us.

I am a Chartered Wealth Manager as well as a Certified Financial Planner (both awarded by the Chartered Investment and Securities Institute – CISI). The CFPtm is the only globally recognised accreditation of Financial Planners. I also hold the CII’s Advanced Financial Planning Certificate (Dip PFS), as well as the UK Society of Investment Professionals’ ‘Investment Management Certificate’ (IMC). The IMC is a specialist investment qualification for fund management, which less than 1% of financial advisers in the UK attain.

I am proud that VouchedFor have rated me as one of their Top Advisers – based purely on the independent feedback of our clients.  It means we are doing what we say we do.     https://www.vouchedfor.co.uk/financial-advisor-ifa/moorgate/6135-shannon-currie

I also was included in a guide of UK’s Top Professionals, recently published by The Sunday Times in association with VouchedFor, called ‘Finding The Right Expert’.  Please follow the link to access the publication; I am listed under London.  https://drive.google.com/a/vouchedfor.co.uk/file/d/0B8PD__R-t_oNWkZ0VzhfbFJ2aVk/view

I grew up in Zimbabwe (Rhodesia) and South Africa, before coming over to the UK in 1994 to find my roots – theoretically backpacking for a year and here I still am!

A ‘temp’ role in Financial Services firm became a permanent position and shortly after resulted in becoming Investment Director for the Financial Planning division of a ‘Top Four’ Accountancy firm.

I then spent some time in consultancy – in partnership with Phil Billingham – which included work as an expert witness, as well as contributing to a number of Industry forums.

In 2009, I decided I wanted to return to what I love – working with Clients and so Perceptive Planning was born.

Outside of work, my time is spent on gardening, photography and travel – often visiting my widespread family!

Reviews and Ratings for Financial adviser Shannon Currie, London
X
Phil BillinghamACII CFPcm Chartered Financial Planner, Chartered Wealth Manager

After growing up in Wales and South Africa, and working as an Industrial Chemist in the Steel Industry, I joined Financial Services in 1982. I have held a few roles since then, as an Adviser, Manager, Trainer, Financial Planner and as a Business and Technical Consultant to other Advisers.

At Perceptive Planning I have a mainly operational role, supporting the Client team, headed by Shannon. I do look after a few personal Clients, as well as being the firms Pension Specialist, often looking at occupational pension scheme transfers and valuations. I have been a qualified specialist in this field since 1996.

I believe in ‘giving something back’, and being part of the increased professionalism of our industry. I am a past Director of both the Institute of Financial Planning (IFP) and the Society of Financial Advisers (SOFA), and a past member of the Financial Planning Standards Board (FPSB) Regulatory Advisory Panel.

I enjoy helping other Financial Advisers cope with regulatory change, and have been lucky enough to have spoken at conferences and worked with Advisers, Planners and Regulators in the UK, USA, Ireland, Australia, France, Portugal, Hungary, Bulgaria, Monaco, Canada and South Africa

I am an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society, a Certified Financial Planner (CFPtm), a Chartered Wealth Manager and a Chartered Financial Planner.

I have been an expert witness since 2006, and have contributed to cases in both the English and Scottish High Courts.

I am a frequent contributor to the professional press, and Professional Adviser Magazine listed me amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011

Outside of work, my hobbies are walking a large black dog called Ebony, red wine, travel and Welsh Rugby

X
Stephanie RuaneCeMAP DipFA

My financial services career initially started within accountancy where, in my late teens, I spent a while working in the management accounts department for Random House Publishing company.

Following some frustration whilst arranging a mortgage with an industry professional I thought ‘I can do that!’ and moved into mortgage advising with a large national firm. I then branched out on my own as an independent mortgage consultant.

It was in December 2010 when Shannon gave me the opportunity to come on board with her newly established Financial Planning company and since then I have not looked back.

I currently fill one of the Paraplanner roles working within the Client Services team.

In between children and pets I do not tend to have much free time for hobbies however I am sure that, as the family starts to spread their wings, I will be able to enjoy spending time with horses again, both riding and driving.

X
Eleanor ClarkCert MA Cert PFS

I finished my A Levels and managed to get a position in a Financial Services firm providing endowment and life insurance illustrations and arranging policies for solicitors and their Clients across England and Wales, a service offered by the Law Society at that time. I then became a financial adviser for a building society before specialising in mortgages and joining a company providing mortgage advice to the other financial advisers and their Clients.

I then took a rather long break (8 years) from Financial Services to have a family.

The position at Perceptive Planning came up just as my youngest was starting to school so I took this as a ‘sign’ that working with Shannon and Phil was my destiny and persuaded them to take me on.

My job title is Client Services and I provide Paraplanner support to Shannon. The role is quite varied and Shannon has been great in pushing my knowledge and stretching the work I undertake on her behalf. We are busy – boredom is something I have not encountered here and the variety, along with the people I am working with, means coming to work is not a chore.

Out of work I spend much of my time as a taxi service and cheerleader for my children. I also help at my daughters dancing school and enjoy travelling given the opportunity…as long as the facilities are right!

Mary Crossman
PA to Directors

I started my career after school working in a bank in London.  I then chose to move away from the banking industry and left to attend a two year college course to study business and secretarial skills and A Level Law.

After completing college and becoming a legal secretary in London, I was asked to join the family’s manufacturing business which became a challenging, enjoyable career for the next 23 years. My responsibilities developed as the company grew from 3 to 63; ranging from general administrative and secretarial roles, overall responsibility for the service department and financial director.

After the sale of the business, I pursued a more creative career and trained as a florist working on a part time, employed basis and as a freelance florist.

Although very enjoyable and fulfilling, it was time to pursue a more reliable career and found myself being in the right place at the right time working for Shannon and Phil as their personal assistant.

Never a dull day; I enjoy the nature of the business and the variety of work and very much enjoy working with our Clients.

I have recently taking up golf and learning the guitar and sing in a choir once a week. In between I enjoy doing the odd exercise class.

Kelly Bristow
Client Services

Before joining Perceptive Planning, I trained as a beauty therapist for three years, receiving a Diploma along with many other qualifications.

After leaving college, I decided to set up my own company. I really enjoyed the challenge and meeting new people, however after 5 years I realised that this was not to be my main career.

I went back to college and completed new qualifications and started to look for a role within financial services.  A few months later a position came along at an Investment Platform. The role mainly involved working with financial advisers, offering them guidance and support on how to use the platform.

After a year at this company, I felt like it was time to move on and that’s when I found Perceptive.  My nickname within the office is ‘the girl with the perfect timing’, as I contacted Perceptive Planning just as they were advertising for a new member of staff.
My role here is Client Services. I assist Shannon, Eleanor and Stephanie on a day to day basis, however my main responsibilities involve looking after any new Clients that join Perceptive Planning and to make sure the process is as smooth as possible.

I enjoy coming into the office every day, mainly thanks to the people I work with, the Clients we interact with and the job being a challenge, with something new to learn every day.

When I am not in the office, I enjoy spending time with my family and friends and sometimes enjoy the odd spot of exercise.

X
Mary Crossman

I started my career after school working in a bank in London.  I then chose to move away from the banking industry and left to attend a two year college course to study business and secretarial skills and A Level Law.

After completing college and becoming a legal secretary in London, I was asked to join the family’s manufacturing business which became a challenging, enjoyable career for the next 23 years. My responsibilities developed as the company grew from 3 to 63; ranging from general administrative and secretarial roles, overall responsibility for the service department and financial director.

After the sale of the business, I pursued a more creative career and trained as a florist working on a part time, employed basis and as a freelance florist.

Although very enjoyable and fulfilling, it was time to pursue a more reliable career and found myself being in the right place at the right time working for Shannon and Phil as their personal assistant.

Never a dull day; I enjoy the nature of the business and the variety of work and very much enjoy working with our Clients.

I have recently taking up golf and learning the guitar and sing in a choir once a week. In between I enjoy doing the odd exercise class.

X
Kelly Bristow

Before joining Perceptive Planning, I trained as a beauty therapist for three years, receiving a Diploma along with many other qualifications.

After leaving college, I decided to set up my own company. I really enjoyed the challenge and meeting new people, however after 5 years I realised that this was not to be my main career.

I went back to college and completed new qualifications and started to look for a role within financial services.  A few months later a position came along at an Investment Platform. The role mainly involved working with financial advisers, offering them guidance and support on how to use the platform.

After a year at this company, I felt like it was time to move on and that’s when I found Perceptive.  My nickname within the office is ‘the girl with the perfect timing’, as I contacted Perceptive Planning just as they were advertising for a new member of staff.
My role here is Client Services. I assist Shannon, Eleanor and Stephanie on a day to day basis, however my main responsibilities involve looking after any new Clients that join Perceptive Planning and to make sure the process is as smooth as possible.

I enjoy coming into the office every day, mainly thanks to the people I work with, the Clients we interact with and the job being a challenge, with something new to learn every day.

When I am not in the office, I enjoy spending time with my family and friends and sometimes enjoy the odd spot of exercise.

CONTACT US

We hope you found some insight to the work we do here at Perceptive Planning. If you would like to find out how we can make a Perceptive difference to your financial affairs please submit your details below or call us on 0207 117 2084 and we would be happy to help. With offices in London and Essex we are happy to meet at either location.

Click here to Contact Perceptive Planning

CAPTCHA
Please wait...