Rosalyn Shallcroft

Chartered Financial Planner
Rosalyn Shallcroft

Rosalyn is a Chartered Financial Planner and joined Francis Clark Financial Planning in 2017.

A pensions specialist, Rosalyn combines her knowledge and experience to provide advice covering all aspects required by a client through their differing stages of life. She strives to build a trusting relationship with her clients and believes this is important in order to fully understand their needs and help them achieve their financial goals and dreams.

She has assisted clients with setting up their pensions and investments, assessing their protection needs, be that personal or for a business, retirement planning and addressing matters such as inheritance tax and trusts.

Graduating with an honours degree in Business Studies, a career in the Civil Service with the Ministry of Defence followed. Wanting a career change from public to personal finance, Rosalyn joined a local financial advice firm to start her career training to be a financial adviser and continues to work towards her ambition of becoming a Fellow of the Personal Finance Society.

Cornish born and bred, she likes to make the most of living in Cornwall by exploring its beautiful countryside and coastline be that walking, running or cycling with her husband.

  • Team: Financial Planning
  • Office: Truro

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