Independent Financial Planner
Michelle brings 20 years of Financial Services experience to our team at Chester Rose. Her career initially saw her progress from a sales support role to more technical Paraplanning roles for small to medium sized IFA practices. Michelle previously led our technical team, providing exceptional guidance to the advisers and assisting clients in achieving their lifetime planning goals. Her dedication to her career development and commitment to furthering her exam success, saw her transition into an Advisory role, a challenge that she continues to thoroughly relish.
Michelle has achieved the Diploma in Financial Planning and the Enterprise Investment Scheme (EIS) Diploma and intends to further her studies with the Pension Transfer Advice Certificate. Away from the office, Michelle enjoys her regular boot camp fitness regime, spending time with her family and friends and holidays abroad.