“The most satisfying aspect of my role is assisting our planners and putting in place a long-term plan that reassures our clients of their future, meaning they can focus on living the life they want.”
- Locations
- London, St. James’s
Michelle is a wealth executive in our London, St. James’s office and a chartered financial planner through the Personal Finance Society. She works in a paraplanning role supporting our Wealth Directors and Advisers to create financial plans for a range of high-net-worth clients with complex planning needs with a focus on the internationally mobile, entrepreneurs and public figures.
Her role includes carrying out technical report writing, preparing and analysing cashflow models and technical analysis in support of our recommendations. She enjoys the problem-solving aspects of her role, and her expertise covers a wide range of planning areas, from tax-efficient investing, pensions and retirement planning, as well as inheritance tax planning. Michelle also holds her Investment Management Certificate through the CFA Institute.
Michelle began her career at Aviva (then Norwich Union) in 2002 and moved into financial planning in 2011 before joining RBC Brewin Dolphin in July 2023.