Michelle has passed the Diploma in Financial Planning, the Certificate in Mortgage Advice and Practice and the Certificate in Equity Release.
Michelle has been in the financial services industry since 1989 working in the banks as a financial adviser and a mortgage broker. She established a successful Independent Mortgage and Protection Practice in 2001 of which she is still a Director of this. This is a separate and distinct company to, and has no connection with, St. James's Place.
She joined St. James's Place in 2013. This has helped to shape her expertise, as she draws on her knowledge across mortgages, equity release, investment, pension and protection advice to her clients.
She prides herself on her professionalism and attention to detail. With high service standards.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
To understand the features and risks associated with Equity Release products, please ask for a personalised illustration.
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.