Women in Wheels - Michelle Chartered Financial Planner

Tania russell
1 day ago
2 min read

Meet Michelle, one of our Women in Wheels members. Michelle a Chartered Financial Planner who can financially make your life better now and in the future. Michelle will Help you plan and enjoy the longest holiday of your life. She is passionate about giving her clients financial freedom to enjoy the retirement that they have worked so hard for.

She is highly qualified and experienced Chartered Financial Planner who brings over 25 years of expertise to providing comprehensive, personalised pension advice.

As a specialist in holistic financial planning, Michelle takes the time to understand each client's unique situation, goals and needs in order to craft tailored recommendations that optimise their retirement strategy. When you work with Michelle, you can expect to receive expert guidance directly from her

In her own words:

My diverse background has given me a wealth of knowledge and expertise in business and pensions investments, which I draw upon to provide comprehensive advice to my clients. My vision is to provide clarity and guidance to my clients, helping them to maximise the growth and potential of their investments and assets. I believe in building strong, long-term relationships with my clients based on trust, transparency, and open communication. Many of clients have been with me for 20 years and I also advice their friends and family. One of the most enjoyable parts of what I do is watching my clients move into retirement and see them enjoying the Longest Holiday of their Life - feeling financially secure, happy and with the knowledge that they have the financial freedom to make such enjoyable decisions on how they spend their time.

Services that Michelle offers: