Senior Partner Practice of St. James's Place Wealth Management
Michelle has a successful career spanning 20 years, having served as a Police Officer for 6 years and latterly working as a General Manager running over 60 Post Offices nationwide. Both roles enabled her to use her people and business skills to the full having looked after over 250 staff and being responsible for budgeting, cashflow forecasting, business planning, training and development.
Michelle became involved in the financial services industry about 6 years ago, helping a local adviser run seminars for doctors and dentists. It was during these events that she realised she had a real passion for helping people and a desire to help them achieve their financial goals.
Michelle is a self-confessed perfectionist and prides herself on providing personal, tailored advice with a focus on building long-term relationships. Michelle specialises in the following areas:
Personal and Corporate Protection
Pre and Post Retirement Planning
Savings and Investment Planning
Inheritance Tax Planning
Working with Police Officers
Michelle aims to provide education and advice to her clients ensuring that they achieve and exceed their financial expectations.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.