Michelle has been looking after our finances for almost 5 years now and we have nothing but genuine praise and thanks for her support. She has gone above and beyond in terms of helping with our Fidelity and Royal London funds which she really didn’t have to. Michelle is also very patient and diligent in ensuring all alternatives are considered and that you understand them before decisions are made. Where possible she does all the paperwork for you (not my specialty!) and all you need to do is sign; saving unnecessary stress. I should also say that Jeanette and I find Michelle to be a lovely lady and extremely personable. Thank You!!

Michelle has been looking after my pension and savings since about 2006. She brings a highly professional yet uncomplicated and light approach which has always helped me in coming to investment decisions. We have built up a great long term business relationship. I have recommended her to a number of friends and would have no hesitation in doing so again

I’ve had a successful and long standing relationship with Michelle Germain building up my savings and pension plan to ensure that I could retire early in a healthy financial situation. Michelle has always worked to understand my life goals and structured my savings plan to support my aspirations. I would thoroughly recommend working with Michelle to others looking for a considered and supported financial life plan to support retirement.

Michelle has been our much valued financial planner since 2006. At that time, by consolidating our disparate financial assets and by calculating the income they might provide, she enabled us to retire on a well balanced, reliable income, together with added financial peace of mind. Her ongoing advice has been invaluable. We have recommended Michelle to others and would not hesitate to do so again.