Mollie Sheppard
Corporate Benefits Administrator
Introducing Mollie
I hold a BSc in Mathematics and an MSc in Finance & Investment, which laid the foundation for my analytical and financial expertise. I began my career in financial services as a Tax Associate before transitioning to a high-level PA role, where I supported 12 directors. My role involves supporting scheme renewals and reviews, collecting and analysing member data, and resolving queries from both clients and providers to ensure the smooth and compliant management of each scheme. I specialise in group risk schemes and workplace pensions.
Mollie's qualifications
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Meet your team
view allMark Incledon
Chief Executive Officer
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Gill Millen
Managing Director, Bowmore Financial Planning
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Chris Blakeley
Compliance & Operations Director
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John Clamp
Chartered Financial Planner, Fellow
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Jill Ellicott
Chartered Financial Planner
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Charlotte McDonnell
Chartered Financial Planner
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Adam Canavan
Financial Planner
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Roy Quick
Financial Planner
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Joshua Mortimore
Financial Planner
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Hayley Wood
Compliance & Operations Manager
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David Bromley
Strategic Marketing Manager
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Holly Sanderson
Marketing Executive
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Jamie Tye
Corporate Benefits Development Executive
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Samantha Worthington
Senior Administrator
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Helen Best
Senior Paraplanner
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Carlie Rivera
Business Support Administrator
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Daniel van Staden
Client Services Administrator
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Clare Underwood
Office Manager
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