Financial Planning PPC

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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Financial Planning PPC, Verve Financial

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Financial Planning PPC, Verve Financial
Financial Planning PPC, Verve Financial

Qualifications

CII Dip PFS Diploma in Financial Planning
CII CF6 Mortgage advice
CII CF8 Long term care insurance
CII ER1 Equity release

Financial Abuse Specialist™ – Certified

Financial Planning PPC, Verve Financial

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.