Speak to an expert
Michelle is an award-winning chartered financial planner who holds the designation 'Fellow of the PFS' demonstrating her commitment to maintaining the highest standards of knowledge, ethical conduct, and professional practice. Michelle is also an accredited member of the Society of Later Life advisers. Michelle offers a fully personalised service tailored to each clients individual needs and goals, using an approach that was recognised and honoured by the Women in Financial Advice awards in 2021. Clients working with Michelle can expect a high level of professionalism, integrity and a lasting relationship built on trust and open communication
Michelle Boakes
Chartered Financial Planner
Body
We all have goals, dreams, and ambitions for the future, for ourselves and our families, but how do we achieve them?
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium, and long term.
YYou will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn’t an option. Careful planning helps turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.
There are so many issues to consider when planning your financial future, so we’ve highlighted some key stages of your financial life to help you.
Free Introductory Meeting
We offer a complimentary introduction meeting to understand your existing plans and your financial objectives so that we can offer you the right advice and service that meets your objectives and your preferences.
The stages of a financial life
- Lifestyle Priorities
- House Deposit
- Home Purchase
- Marriage/Children
- Promotion
- Higher Salary
- Bigger House
- School Fees
- Inheritance
- Supporting Children
- Phased Retirement
- Retire Fully
- Downsizing
- Lower Cash Needs
- Long Term Care
- Bequests.
It is easy to take all this for granted, but it's a lot to think about when making plans for the future.
Our personalised evidence-based recommendations that build on your current plans are achieved using robust research. We investigate different financial scenarios so that you can be confident in achieving your objectives
Financial Planning Could:
- Help to increase the value of your savings & investments in a tax efficient manner
- Protect yourself and your dependants' income in case of unforeseen problems
- Increase the after-tax legacy you pass on to your beneficiaries.
You can rest assured that we will provide you with the right financial advice plus options for regular reviews and evaluations of your financial plan.
Call us today for a no obligation chat about planning your financial future.
Get in touch
When we tell you about a fee, you will always receive a clear explanation of: The total fee, the advice service it relates to, how it's been calculated, when you need to pay it and your payment options.
Warning Text
THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE INCLUDING INHERITANCE TAX PLANNING.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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ESTATE PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
