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 Wealth Management 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.
Kate joined Wentworth Wealth Management in 2015, having previously worked with Michelle as the Practice Manager at a previous Financial Services company since 2002.
Kate strives to provide clients with excellent customer service, supporting both the Directors and other Partners.
Daniel Ford is a non-advising Partner within the business and he has been in Financial Services since 2004.