Chartered Financial Planner
0330 320 5048
office@verve-financial.com
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.
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
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.
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!
My favourite holiday destination is:
Cyprus
We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.
I have read and agree to the Privacy Policy.
