Michelle started her career in financial services over 30 years ago in 1983 working for the investment group Henderson, in both the City of London and Bournemouth offices. In 1989 and having moved to the South Coast, she left Henderson to join a medium sized firm of advisers where she trained and became an independent financial adviser in 1991. In 1997 Michelle established a successful IFA partnership with two former colleagues and later transferred her share of that business when joining Fraser Heath in December 2006.
With over 25 years as an independent financial adviser, Michelle offers financial planning services to both individuals and corporate benefit schemes and specializes in pensions. Client relationship and service are very important and she strives to present advice so that it is fully understandable to all.
Located in the New Forest, Michelle’s clients are predominantly in the South, South West, South East and London.
Away from the office, Michelle and family find time to sea-kayak on the Solent and enjoy walking in the forest.