Shelley Wren

Shelley has over thirty years’ experience in investment advisory working with high net worth investors. Shelley works closely with Sovereign’s Wealth Management and Retirement Planning teams and is able to make recommendations according to clients’ needs and objectives to guide them through the complexities of acquiring international investment property, of using trusts, foundations, funds and companies worldwide, to structure, develop and maintain individuals’ assets for secure wealth succession planning.

In addition, and working with the Sovereign Portugal team, Shelley can advise clients on their Non Habitual Resident and Golden Visa applications to ensure maximum tax benefits for our clients.