Shelley McCarthy: The new head of the Bamford advice empire
Plans to ‘drive efficiencies’ at the firm
Shelley McCarthy: “I’m hoping to drive more efficiencies in a more modern approach."
Informed Choice's new managing director Shelley McCarthy tells Claire Tyrrell she has promised to continue the Bamford family legacy, but that does not mean she will shy away from introducing modern touches to the IFA firm
Shelley McCarthy, 41, replaced Martin Bamford as head of the Cranleigh-based company this month after 10 years at the firm and, most recently, as its financial planning director. As the only female...
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![Rory Pervical: "[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece."](/api/v1/wps/54eb332/982c284a-f116-498d-9f44-98218aa37de3/4/rory-percival-new-230x142.jpg "Rory Pervical: \"[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece.\"")
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