Harriet Shepherd

Head of CCRO
St James Place

Harriet is a strong believer that everyone should have the financial confidence and information to be able to make informed financial choices. She has developed a passion for strategic thinking and change management from her role leading the Workplace Financial Education programme at St. James’s Place which she has held for the past two years. She now focusses on financial wellbeing as a broader topic, also applying the learnings from her ongoing part-time Masters in Management and Leadership to this role.

Stemming from her volunteering for children with disabilities, and a semester living and studying in Singapore, she also has a personal passion for inclusion and cultural understanding.

Her passion on the topic of financial wellbeing has given her the opportunity to speak at webinars hosted by the Diversity Project as well as being part of a TISA Working Group aiming to create a savings culture for the digital generation.

CPD & Training with Harriet Shepherd:

Sole Practitioners and High Street Firm Conference 2022 On-demand

CPD
On-demand
CPD & training events, Conference
Watch our annual sole practitioner and high street firm conference returns to bring you a vital pool of information, delivered in an accessible manner to support you to stay abreast of current issues and benefit from insights on specialised practice points that are most relevant to the current work on your desk.