Financial Planning with Michelle
Set your objectives and create a plan to piece together all aspects of your financial life.
Get in touch for a free, no-obligation chat about how we might be able to help you.
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Michelle can help you with…
Qualifications
CII Dip PFS Diploma in Financial Planning
CII CF6 Mortgage advice
CII CF8 Long term care insurance
CII ER1 Equity release
What Does A Financial Adviser Do?
Michelle Boakes explains the role of a financial adviser.
Every financial adviser will probably have a different answer, but for me, my role is to help people understand their finances and understand what opportunities or risks are involved in their financial situation.
I believe that everybody has the right to good financial wellbeing. I can help you see exactly what you’ve got and what you can do to make things better both now and in the future.
To find out more click here.