How we get on with each other makes all the difference.

So we asked colleagues and clients to give you an insight into our partners.

What else is in this section?

Michelle Mason

Michelle Mason

Michelle Mason

Senior Financial Consultant

About Michelle

Michelle has a sunny disposition and a determined approach that allows her to get to the heart of her clients issues. Only once she is in posession of all the relevant facts will she look to provide the financial advice they need. 

As a member of the Personal Finance Society, she currently advises clients on a wide range of financial planning areas including SSAS and SIPPs, Investments and Protection together with providing Group Pension advice to corporate clients.

Michelle in a nutshell

Professional, sociable, enthusiastic.

What matters to her

Family, career, cycling and Derby County FC.

Qualifications & sector experience

DipPFS, 20 years experience in the Financial Services industry.