Michelle entered the Financial Services sector in 1992, having worked in property law up to that point. Now with over 20 years’ experience within the financial services industry, Michelle joined Boolers in September 2009.
Having obtained the PFS Level 4 Diploma Qualification, Michelle is a member of the Personal Finance Society, advising clients on a wide range of financial planning areas. Such areas include specialist pensions including SSAS and SIPPs, Personal Investments and both personal and corporate protection, together with providing Group Pension advice to corporate clients.
Get to know Michelle
Outside of work Michelle enjoys spending time with her husband Kevin, and two sons Charlie and Tom, and when time allows, cycling in the countryside
Loves: “My pet dog Maggie May, Rod Stewart, sunshine, my family.”
Loathes: “The rain, negativity, bad manners.”
Further important information
Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.
We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Michelle’s: