Michelle Herbert
Michelle is a Wealth Management Consultant for Regency Financial Planning, she has a successful career spanning 20 years, having served as a Police Officer for 6 years and latterly working as a General Manager running over 60 Post Offices Nationwide. Both roles enabled her to use her people and business skills to the full having looked after over 250 staff and been responsible for budgeting, cashflow forecasting, business planning, training and development.
Michelle became involved in the financial services industry about 6 years ago helping a local adviser run seminars for Doctors and Dentists. It was during these events that she realised she had a real passion for helping people and a desire to help them achieve their financial goals.
Michelle is a self-confessed perfectionist and prides herself on providing personal, tailored advice with a focus on building long-term relationships. Michelle specialises in the following areas:
Michelle aims to provide education and advice to her clients ensuring that they achieve and exceed their financial expectations.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. Regency Financial Planning is a trading name of Regency Wealth Ltd.