Get to know Michelle
Michelle is a Chartered and Certified financial planner and a Fellow of the Personal Finance Society, with more than 25 years of experience in financial services.
Her aim is to build long-term relationships with clients and guide them through the complex financial decisions they make throughout their lives. She works closely with clients to help remove financial worries and support them in achieving their goals, whatever they may be.
Outside of work, Michelle enjoys running and fitness, balanced with a love of holidays and good food.
In the spotlight
What do you think best describes the types of clients you advise?
I work with a wide range of clients at different life stages. Many have accumulated wealth but need a clear financial plan and ongoing guidance. Some may be approaching a significant life event, such as retirement or receiving an inheritance, while others are focused on building funds for the future or ensuring their wealth lasts throughout retirement. Often, clients are looking for reassurance, confidence in their financial future, and the comfort of having a clear plan in place.
What do you enjoy doing during your annual leave?
I love to travel on my annual leave. I have been lucky enough to visit Thailand, the Caribbean, and the Norwegian fjords over the last couple of years. Japan is top of the list for my next big trip.
What makes a great client-adviser relationship is:
Trust and understanding are the basis of a great client-adviser relationship. I work closely with clients to gain a deep understanding of what’s important to them and ensure that this remains central to the planning we do together.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Fellow of Personal Finance Society
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
