Shelley McCarthy: The new head of the Bamford advice empire

Plans to ‘drive efficiencies’ at the firm

clock • 3 min read

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 and non-family member to head Informed Choice, founded by Martin Bamford's parents Nick and Andrea in 1994, McCarthy knows she has big shoes to fill. Nick and Martin Bamford will still work with Informed Choice, though they are taking a step back from the operations of the company. "It's a 25-year-old company and it's almost like a baby in that way, so it's about letting go and about drivi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA: Most firms unable to meet bereavement claims performance levels

FCA: Most firms unable to meet bereavement claims performance levels

Call for improved bereavement handling times

Cameron Roberts
clock 22 November 2024 • 3 min read
ETF providers launch unlisted share classes to tackle slow MPS adoption

ETF providers launch unlisted share classes to tackle slow MPS adoption

Technological and cost barriers

Valeria Martinez
clock 22 November 2024 • 5 min read
Advisers expect regulation to limit time taken on giving advice

Advisers expect regulation to limit time taken on giving advice

Industry expects it will constrain their ability to meet demand

Isabel Baxter
clock 22 November 2024 • 2 min read