Shannon Currie Email & Phone Number | Director and Shareholder of Perceptive Planning Ltd I love working with clients. It’s a privilege to do what I do. 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 have seen beyond the absence of polished sales patter at our first meeting, and become clients, have discovered this is actually an advantage. It means my skills and focus are on delivering highly personalised service coupled with technical financial competence and this is what actually matters when dealing with your financial affairs. 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. In particular, I am well known for my work with high net worth Private Individuals & Families, Trustees and Charities. My business, Perceptive, prides itself on clarity of advice through Financial Planning coupled with a transparent, intelligent approach to Investment Management, based on decades of experience and Nobel prize winning research. Often we find increased complexity in the investment world comes at increased cost with little proof of a real chance of improved returns. My aim is to cut through this complexity and allow our clients to feel secure about their future and to feel comfortable in their relationship with us. As an independent, fee-based Chartered Financial Planner firm - trust and professionalism is at the heart of what we do. Director and Shareholder of Independent Edge Ltd Provider of "RDR Compliant" Virtual Investment Committee services as well as independent asset allocation and psychometric risk profiling software to financial services businesses. I also act on occasion as an Expert Witness relating to Investment Specialism’s and Duty of Care required. Specialties: Investment Management, Life and Financial Planning. Discretionary Investment Adviser Investment due diligence and consultancy to financial services businesses.

Shannon Currie

Director and Shareholder of Perceptive Planning Ltd I love working with clients. It’s a privileg...
London, England, United Kingdom

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Shannon Currie’s Email shannon@perceptiveplanning.co.uk

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Shannon Currie’s Location London, England, United Kingdom

Shannon Currie’s Current Industry Perceptive Planning

Shannon Currie’s Prior Industry Independent Edge | Perception Support | Bdo Stoy Hayward Investment Management

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Work Experience

Perceptive Planning

Director

2009-08-01 00:00:00 - Present

Independent Edge

Director

2009-01-01 00:00:00 - 2011-04-01 00:00:00

Perception Support

Director

2006-02-01 00:00:00 - 2009-08-01 00:00:00

Bdo Stoy Hayward Investment Management

Director

1995-03-01 00:00:00 - 2006-02-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Shannon Currie

Shannon Currie is located at
London, England, United Kingdom

Shannon Currie is a Director and Shareholder of Perceptive Planning Ltd I love working with clients. It’s a privilege to do what I do. 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 have seen beyond the absence of polished sales patter at our first meeting, and become clients, have discovered this is actually an advantage. It means my skills and focus are on delivering highly personalised service coupled with technical financial competence and this is what actually matters when dealing with your financial affairs. 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. In particular, I am well known for my work with high net worth Private Individuals & Families, Trustees and Charities. My business, Perceptive, prides itself on clarity of advice through Financial Planning coupled with a transparent, intelligent approach to Investment Management, based on decades of experience and Nobel prize winning research. Often we find increased complexity in the investment world comes at increased cost with little proof of a real chance of improved returns. My aim is to cut through this complexity and allow our clients to feel secure about their future and to feel comfortable in their relationship with us. As an independent, fee-based Chartered Financial Planner firm - trust and professionalism is at the heart of what we do. Director and Shareholder of Independent Edge Ltd Provider of "RDR Compliant" Virtual Investment Committee services as well as independent asset allocation and psychometric risk profiling software to financial services businesses. I also act on occasion as an Expert Witness relating to Investment Specialism’s and Duty of Care required. Specialties: Investment Management, Life and Financial Planning. Discretionary Investment Adviser Investment due diligence and consultancy to financial services businesses.

Shannon Currie currently works in the Perceptive Planning |

No Languages Available

Shannon Currie has prior
experience in the following industries:
Independent Edge | Perception Support | Bdo Stoy Hayward Investment Management

Shannon Currie has the following professional experience:
Perceptive Planning | Independent Edge | Perception Support | Bdo Stoy Hayward Investment Management