Shereen Clarke

Administrative Assistant

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Shereen brings a solid background in customer service and administration to her role as Administrative Assistant at Humboldt Financial. Before joining the team, she worked with the police, where she developed a strong ability to handle sensitive information, stay calm under pressure, and support others in busy, high-stakes environments.

She’s known for being organised, approachable, and someone who’s always happy to help — whether it’s a client, a colleague, or both. Shereen values building strong working relationships and brings a steady, can-do attitude to everything she does.

When she’s not at work, she enjoys spending time with her family, friends, and two rescue cats. She’s also passionate about travel and loves discovering new places, meeting people from different walks of life, and experiencing new cultures.

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Investments and Savings

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Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

Retirement Income

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What’s your favourite part of your role?

I love that no two days are the same. There’s always something new to work on, and I enjoy being the person who helps keep things organised and moving. It’s satisfying to know that the work I do behind the scenes makes a difference to both my colleagues and our clients.

What areas of expertise do you focus on?

I focus on keeping everything running smoothly from managing documents, following up on tasks and making sure the right information is where it needs to be. I take care of all the administrative tasks so our advisers can concentrate fully on supporting clients.

What are the most common questions or challenges you help solve?

I’m often the person people come to when they need something clarified, located, or organised quickly. Whether it’s tracking down paperwork or smoothing out little hiccups before they become bigger issues, I like being able to find solutions and keep things stress free for the team.

What's it like working with Humboldt?

Working at Humboldt is friendly, fast-paced, and genuinely supportive. Everyone is happy to share knowledge and help each other out, so you never feel like you’re on your own. There’s a real team spirit, and it’s rewarding to be part of a company that truly cares about doing the best for clients.

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Humboldt Financial Limited is a FCA regulated company (reference 826457) https://register.fca.org.uk/