Meet the Team

Mission statement
Shield Financial Planning Ltd is focused on building a business and brand that follows one simple message; Free independent advice for everyone. No matter your circumstances, everyone should have access to expert independent advice to guide you through some of life’s biggest decisions.  

 

Andrew Fone
Managing Director

Andrew has been in the industry since 2003 starting his career as an insurance manager at AIG one of the world’s largest insurance companies. After building a loyal client base Andrew has expanded his business by offering expert independent advice.

Andrew is responsible for the direction of the company and ensuring it delivers on its mission statement to clients.

 

Rachel Yates
Operations Director
Rachel brings with her a wealth of experience in Management roles within the IT industry, working for a large leading IT software supplier. Rachel brings this experience to the table to ensure the smooth running of the business. Rachel is responsible for the day to day operations of the business, ensuring that the mission statement is delivered to and executed by all employees.

Rachel has worked in a senior management position for a leading large IT software provider where Rachel developed her operational management skills.

 

Belinda Kemplay
Belinda started working in the industry in 2015 for Skipton Building Society in a broker support team. After gaining experience from a leading bank, Belinda then moved to a local independent financial adviser firm moving from administrative duties to the role of a qualified Mortgage Adviser. Belinda’s area of expertise resides in the First Time Buyer and the Buy To Let market.