Michelle specialises in securing high-value protection cover for clients in the UK and overseas. She possesses an in-depth knowledge of insurance products available globally and how to access them, enabling families to manage inter-generational wealth transfers effectively.
Michelle has more than 20 years of wealth planning experience. Before joining the firm in 2016, she advised international clients as a wealth planner and director with Citi bank and HSBC.
Michelle is a member of the Chartered Insurance Institute and the Society of Trust and Estate Practitioners (STEP). She holds a BA in Economics with French, an MSc in Psychology and Graduate Diplomas in Law and Quantitative Development Economics and an Advanced Certificate in Family Business Advising. She also has a Diploma in Regulated Financial Planning.