Michelle Boakes

Professional

Michelle started working in  financial services in 2008, before becoming a Mortgage Advisor in 2011 and qualifying as a Financial Adviser in 2018. Michelle’s role is to meet with clients to discuss their goals and objectives and how Verve Financial can help them get there.

In 2022 Michelle achieved her goal of becoming a Chartered Financial Planner, the gold standard of financial planning.

In July 2022 Michelle also won the Woman of the Year Vulnerable Client Care award at the Professional Adviser Women in Financial Advice awards. This was for her achievements and work. Specifically, within vulnerable client care and advice in the UK.

Her extensive experience in financial services means she has the knowledge and expertise to provide a unique, bespoke service to you.

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

Personally

At home, Michelle loves spending time with her children and husband Gary. Also, Michelle is a keen shopper and enjoys meeting up with friends and relaxing on a spa day. To switch off, you can find Michelle getting lost in a good book.

My favourite holiday destination is: Cyprus

The three qualities that draw me to new people are: Warmth, honesty, funny

The three small things that make my day better are: A cup of tea, hot weather and a new pair of shoes

If I could turn any activity into an Olympic sport, I would win a medal in: Reading

Three things I haven’t done so far include: Seeing Whales in the wild, seeing the pyramids and watching the England football team live

When the dessert menu arrives, I’m looking for: Anything but fruit!