Our Financial Consultants / Paraplanners
Bobbi Shadbolt
Paraplanner & Team Leader
Bobbi is a Paraplanner and Team Leader with over a decade of experience within the financial planning profession. She holds the Diploma in Regulated Financial Planning (DipPFS) and supports advisers through detailed research and the development of clear, tailored planning solutions. Bobbi also supports members of the paraplanning team and their linked advisers, helping to ensure consistent, high-quality outcomes. She is recognised for her attention to detail and collaborative approach to delivering client-focused advice.
Qualifications
DipPFS
Insights by Bobbi Shadbolt
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
