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.

In 2016 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’.

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 split role. I chiefly look after operational matters, as well as being a Financial Planner. Additionally I am the firm’s Pension Specialist, and 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.

This wide experience has helped me develop a speciality in helping clients who have financial affairs in more than once country – what we call ‘World Citizens.’

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 have been a frequent contributor to the professional press. Professional Adviser Magazine listed me amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011, and International Adviser has listed me in their ‘Financial Service Global Most Influential Top 100’ in both 2018 and 2019.

Outside of work, my hobbies are walking, red wine, travel and Welsh Rugby.

Eleanor Clark
Financial Planner

My life with Perceptive Planning started back in 2011 when my youngest was starting school and I persuaded Phil and Shannon to take me on.

Since then I have worked up to being a full-time Financial Planner, having started as a part-time administrator, and I am still enjoying the challenge of furthering my knowledge through additional qualifications.

It is a pleasure to do what I do.

We have fantastic clients who we have the privilege of working alongside when they make some of the biggest financial decisions of their lives.

We are busy – boredom is something I have not encountered at Perceptive and the variety, along with the people I am working with, means coming to work is not a chore.

I have worked in Financial Services since 1991 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.

This enabled me to also take on the role of an examiner for the mortgage advice qualification.

Out of work I spend much of my time as a taxi service for my children, helping at my daughters dancing school and travelling.

I recently joined a friend fundraising for Cancer Research UK by running a half marathon through the Royal Parks in London and my ambition remains to one day run a marathon…..or maybe walk it instead.

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
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.

In 2016 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’.

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 split role. I chiefly look after operational matters, as well as being a Financial Planner. Additionally I am the firm’s Pension Specialist, and 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.

This wide experience has helped me develop a speciality in helping clients who have financial affairs in more than once country – what we call ‘World Citizens.’

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 have been a frequent contributor to the professional press. Professional Adviser Magazine listed me amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011, and International Adviser has listed me in their ‘Financial Service Global Most Influential Top 100’ in both 2018 and 2019.

Outside of work, my hobbies are walking, red wine, travel and Welsh Rugby.

X
Eleanor ClarkDip PFS EFA Cert MA

My life with Perceptive Planning started back in 2011 when my youngest was starting school and I persuaded Phil and Shannon to take me on.

Since then I have worked up to being a full-time Financial Planner, having started as a part-time administrator, and I am still enjoying the challenge of furthering my knowledge through additional qualifications.

It is a pleasure to do what I do.

We have fantastic clients who we have the privilege of working alongside when they make some of the biggest financial decisions of their lives.

We are busy – boredom is something I have not encountered at Perceptive and the variety, along with the people I am working with, means coming to work is not a chore.

I have worked in Financial Services since 1991 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.

This enabled me to also take on the role of an examiner for the mortgage advice qualification.

Out of work I spend much of my time as a taxi service for my children, helping at my daughters dancing school and travelling.

I recently joined a friend fundraising for Cancer Research UK by running a half marathon through the Royal Parks in London and my ambition remains to one day run a marathon…..or maybe walk it instead.

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.

CAPTCHA image