Darryl-Louise Shirtliff DipPFS
Director at JDL Wealth Management
“Helping clients achieve a financially secure future”
Qualifications & Professional Registrations
- CII Level 4 Diploma in Financial Planning since January 2002
- CIB Level 3 Certificate in Mortgage Advice and Practice since July 2004
- Shortlisted for the Financial Adviser of the year awards in 1997
- CIB CeFA Full Financial Planning Certificate since May 1997
- Personal FSA Number is DLS00019
- Company FSA Number is 597985
- Member of The Personal Finance Society and Chartered Insurance Institute
I embarked on my Financial Services career in 1997 when I worked for Halifax Financial Services. I was provided with extensive training and support from leading industry professionals. I obtained both competent adviser and competent supervisor status within this role. I went on to complete a number of exams and secured the advanced Financial Planning Certificate, which includes advanced papers within taxation and trust planning, together with both pensions and management and supervision. This was a tied advice offering for their branch customers.
Following my time at the Halifax, I moved to Wesleyan Assurance Society, Medical Sickness, where I worked as a specialist multi tied Financial Consultant for Medical Professionals. This encompassed both Salaried and Practitioner Doctors, together with Principle and Associate Dentists. This role required me to obtain specialist appropriate knowledge to ensure I added the most value for my bespoke client base. It was during my time working with these professionals that it became extremely evident that this level of client needed more sophisticated planning. Thus I decided I needed to move to a company that enabled me to provide fully holistic, independent financial. I trusted a handful of clients and they all agreed that is where they wanted me to be, as they valued me working for them as opposed to a company. I felt assured immediately that I had made the right decision for both myself and my clients when my managers parting comment was “You were always going to be too thorough for us”.
In 2006 I joined Godfrey Pearson Ltd, who were a small group of 5 directors and a sales force of 50 advisers. Godfrey Pearson Ltd worked in a specialised market place which encompassed Doctors and Dentists, together with a big representation in the Teachers, Veterinary and Lawyers markets.
My role required me to carry out full independent research, with no restrictions upon the products, plans or funds that could be recommended. I believe that to give impartial advice to clients in a clear concise way, is of paramount importance. The clients I specialise with are intelligent people, it is not a case of them not understanding what they should do, but needing someone to intermediate, perform detailed research and duly explain that so they can make a decision based upon the facts. My open and transparent way of working within this ethical group of people, has been greatly appreciated and successful. One of my proudest achievements to date is not having to ever look for new clients, I pride myself on my reputation to do the job well and always putting my clients best interest at the fore. This has led to my business expanding purely through personal recommendations.
This final move was to be the stepping stone to achieving my dream of becoming a Director in my own firm, JDL Wealth Management Ltd, formerly Grange Court Financial Management LLP. My trading name being JDL Medical and Financial.
I have long felt that the only way to fully ensure that I can consistently provide the personalised, tailored on-going service I strive for to my clients would be to have full control of the provision and management of that service. I can assure my clients that as a Partner at Grange Court Financial Management, maintaining high standards and continually serving the needs of my clients will always be my main priority.
I also take my on-going professional development very seriously and continue to take exams every year. I held the advanced qualification 11 years before it became compulsory. I fully intend to take further qualifications in the next few years, in order to become a Chartered Financial Consultant, as is my desire to always lead the way in my industry. Maintaining a high level of technical knowledge and keeping abreast of all economic, regulatory, and taxation, together with any developments within the NHS is of paramount importance to me. This enables me to continue to provide up to date and accurate advice to all my clients, bespoke courses are attended annually to ensure this is achieved on going.
“Darryl has been my Financial Consultant for almost 5 years and has always been extremely professional and knowledgeable. I have recommended Darryl to colleagues and they have also been impressed by her work and her understanding of the medical profession.”
Dr Stephen W Kell – GP Partner Notts
“I first met Darryl 12 years ago when I was a newly qualified junior Doctor. I was totally naive as how to manage my finances, daunted even. Darryl explained investments, insurances and savings in great detail, always using non jargon terminology so I fully understood. I didn’t have to pretend to be clever during our meetings. Since then she has helped with every aspect of my financial planning, negotiated two mortgages, a business loan to buy into a partnership, retirement planning to name but a few. I have recommended Darryl to many of my medical colleagues, as I feel her understanding of the medical profession helps her give accurate and appropriate financial advice in a timely manner. A long lasting relationship has since developed and I trust her with my life’s savings and future earnings.”
Dr Avanthi Gunasekera – GP Partner South Yorkshire
“Darryl was recommended to me by a colleague from work and it has proven to be an excellent piece of advice.
My profession and my family mean that I lead a very busy life. The service that Darryl has given has been outstanding as she is able to fit around me, whether this means meeting me at home, at work or often in the evening.
She is incredibly personable and knowledgeable about all of the financial products and policies that are relevant to me and my family, whilst being able to explain the details in a way that is clear and uncomplicated. The follow-up service is also incredibly efficient, with Darryl managing the whole process and there being minimal effort required on my part.
Within a year of taking Darryl’s advice I received some unexpected bad news regarding my health, which meant calling on the policies which had only recently been agreed. We are still dealing with this situation, but without Darryl’s help and support, it would have been incredibly daunting and a far more stressful process for me to go through.
I have already recommended her to all of my work colleagues as I really could not recommend Darryl’s service, knowledge and efficiency highly enough. She’s also a very lovely person to deal with!”
Dr Caroline McCarthy – Orthodontist – South Yorkshire
- Office 01302 540216
- Mobile 07733 220518
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