Michelle Smith

Michelle brings 20 years of Financial Services experience to our team at Heritage. Her career has seen her progress from a sales support role into more technical Paraplanning roles for small to medium sized IFA practices. 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. Michelle previously led the Heritage 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, has seen her transition into an Advisory role with Heritage, a challenge that she is thoroughly relishing. Away from the office, Michelle enjoys her regular boot camp fitness regime, spending time with her family and friends and holidays abroad.