Michelle joined Beechwood in 2010 after graduating with a Law degree from the University of Reading. Since then she has progressed from Administrator to Paraplanner and is now an Adviser within the firm.

Michelle is qualified to Advanced Diploma Level in Financial Planning as well as holding Chartered Financial Planner status. She is also a designated Pension Transfer Specialist.

Michelle has experience in advising clients on their pension and retirement planning, including assisting with awarded pension shares on divorce. She also specialises in providing investment advice, redundancy counselling and helping trustees.  Michelle regularly works alongside local solicitors and accountants when advising clients, providing a holistic service.

She enjoys the diversity and challenges of the role, and continues to put our clients’ needs at the heart of what we do at Beechwood.