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
It should be noted that the information contained in this section relates to our current understanding of the law of England & Wales which is subject to change. Laws in other parts of the UK will differ.
Everything you leave when you die, less anything you owe, is called your 'estate'. A will sets out what is to happen to your estate. It is a legal document which, although it can be changed after your death in some circumstances, will normally be followed as written.
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.
Another very important reason for making a will is so that you can decide who you want to look after your children if you have a young family.
If you do not make a will, your possessions will not necessarily be passed on in the way you would choose. This is a particular risk if you live with an unmarried partner.
(Inheritance Provision for Family and Dependants) Act 1975.
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.
ADVICE AND SERVICES IN RELATION TO WILLS AND WILL WRITING IS NOT PROVIDED UNDER THE AGENCY OF QUILTER FINANCIAL PLANNING, AND QUILTER FINANCIAL PLANNING ACCEPT NO RESPONSIBILITY FOR THIS ASPECT OF OUR BUSINESS.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE AND SERVICES ON ESTATE PLANNING OR WILL WRITING.
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.
