Felicity Sherman

FAQ About Felicity Sherman

• What is Felicity Sherman's address?

  Felicity Sherman is located at
  London Area, London Area, United Kingdom

• What is Felicity Sherman's job title?

  Felicity Sherman is a
  14 years ago, I stumbled into the world of financial services as an events coordinator/marketing assistant role for a small IFA - a little lost after a brief encounter with the civil service following my degree in criminology and aspirations to reduce re-offending rates. I quickly became fascinated by the topics of the seminars I would organise - financial planning, investment management, tax efficiency, pensions.... these were all words that I had never heard of as a recent graduate up to my eye balls in student debt. I immediately started to question why all this fantastic "advice" or "guidance" seemed to be reserved for the already wealthy and only delivered via an IFA meeting.... Fast forward, and I've spent over a decade of my working life focussed on that same problem statement: - How to deliver the democratisation of wealth management within a highly regulated environment. - Affordable access to financial planning for all - Education around the benefits of investing rather than blind submission of the "safety" of cash returns. This has led to a career immersed in digital transformation, operational re-design, team and skill set creation, cultural shift and leadership. At HSBC, I am an expert at the creation of simple and engaging investment solutions that are baked into a much more complex and broader proposition to help the mass affluent population of the UK prepare and empower their financial futures. In my current role, I am responsible for defining and delivering customer journeys and propositions across HSBC's retail, premier, and private bank segments. By integrating digital product development, commercial strategy, innovation, and data-led proposition development, my team and I have significantly contributed to reshaping the face of financial planning. This has resulted in new, seamless customer experiences across app and web; hybrid operating models that make the best of human and digital interfaces. From robo to sweep investments, from risk profiling to life insurance – I am focussed and passionate about the constant principles of financial empowerment and democratisation delivered at an affordable price point. Hsbc

• What industry does Felicity Sherman currently work in?

  Felicity Sherman currently works in the
  Hsbc

• What is Felicity Sherman's area of expertise?

  Felicity Sherman specializes in
  14 years ago, I stumbled into the world of financial services as an events coordinator/marketing assistant role for a small IFA - a little lost after a brief encounter with the civil service following my degree in criminology and aspirations to reduce re-offending rates. I quickly became fascinated by the topics of the seminars I would organise - financial planning, investment management, tax efficiency, pensions.... these were all words that I had never heard of as a recent graduate up to my eye balls in student debt. I immediately started to question why all this fantastic "advice" or "guidance" seemed to be reserved for the already wealthy and only delivered via an IFA meeting.... Fast forward, and I've spent over a decade of my working life focussed on that same problem statement: - How to deliver the democratisation of wealth management within a highly regulated environment. - Affordable access to financial planning for all - Education around the benefits of investing rather than blind submission of the "safety" of cash returns. This has led to a career immersed in digital transformation, operational re-design, team and skill set creation, cultural shift and leadership. At HSBC, I am an expert at the creation of simple and engaging investment solutions that are baked into a much more complex and broader proposition to help the mass affluent population of the UK prepare and empower their financial futures. In my current role, I am responsible for defining and delivering customer journeys and propositions across HSBC's retail, premier, and private bank segments. By integrating digital product development, commercial strategy, innovation, and data-led proposition development, my team and I have significantly contributed to reshaping the face of financial planning. This has resulted in new, seamless customer experiences across app and web; hybrid operating models that make the best of human and digital interfaces. From robo to sweep investments, from risk profiling to life insurance – I am focussed and passionate about the constant principles of financial empowerment and democratisation delivered at an affordable price point.

• Which languages does Felicity Sherman speak? 

  Felicity Sherman speaks the following languages:
  No languages available.

• Which industries has Felicity Sherman previously worked in?   

  Felicity Sherman has prior experience in the following industries:
  Hsbc , Hsbc , Hsbc , Cofunds , Ashcourt Rowan , Ashcourt Rowan , Home Office , 360uk

• What is Felicity Sherman’s work experience?  

  Felicity Sherman has the following professional experience:
  Hsbc , Hsbc , Hsbc , Hsbc , Cofunds , Ashcourt Rowan , Ashcourt Rowan , Home Office , 360uk .

• How can I find Felicity Sherman on LinkedIn?  

  You can view Felicity Sherman’s
  LinkedIn profile at LinkedIn URL.

• What are Felicity Sherman’s work email addresses?  

  Felicity Sherman’s work email addresses are
  [email protected] .

• What company does Felicity Sherman work for?  

  Felicity Sherman works at
  Hsbc