Michelle joined Francis Clark Financial Planning (FCFP) in 2001 (formerly Winter Rule Financial Planning), having previously worked for Lloyds Bank for 14 years with experience as a Mortgage Adviser, Customer Account Manager, Branch Manager and Financial Adviser. She has extensive experience of providing investment, pensions and at retirement advice and she also provides Inheritance Tax Planning and protection advice. She has a wealth of experience and knowledge having worked in the Financial Services Sector for over 30 years.
Michelle has qualified as a Chartered Financial Planner and is a member of the Personal Finance Society committed to maintaining her knowledge. Michelle is based primarily in our Truro office.
Michelle is married with two sons and outside of work she spends most of her time with her family enjoying the North Cornwall Coastline with her eldest son a keen surfer. She can often be found at the local rugby ground cheering on her youngest son’s team. Her other main interest is Tae Kwon Do which is enjoyed by all of her family.