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
Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.
At this stage you will find out what to expect from us and how you will benefit from using us.
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.
We’ll explore and research various scenarios to make the best use of your existing plans.
We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.
Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.
Nothing stands still, so it makes sense to review your plans regularly.
We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.
You will also hear from us if we have something that we feel will interest you.
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.
ESTATE PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
LOGIN NOW!
PLEASE ENTER YOUR EMAIL ADDRESS. YOU WILL RECEIVE A LINK TO CREATE A NEW PASSWORD VIA EMAIL.
TO COMPLETE THE PASSWORD RESET PROCESS, PLEASE CONFIRM YOUR EMAIL ADDRESS, AND THEN ENTER THE NEW PASSWORD.
