Pensions Shortfall
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- We work with dozens of lenders including the high street banks and can compare their deals for you, always with your best interest at heart.
- We take away the stress and uncertainty of applying directly with a lender who may not have the most suitable deal for you.
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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
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FAQs
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What do I need to bring to an initial meeting?
Mortgages Three months’ payslips, three months’ bank statements, proof of ID and address, proof of deposit.
Financial planning Details of policies held (pensions, investments, insurance) latest payslips, latest bank statement. -
Do you get commission?
For mortgage and protection products only.
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Do you charge VAT?
VAT is only payable on financial planning fees if no further financial investment is undertaken.
