Michelle Herbert
DipPFS
The financial world can be mundane, so it is human nature to avoid what we don't understand or find interesting. With my upbeat personality, witty sense of humour, and inviting aura, I have the ability to communicate in leyman's terms whilst keeping the important aspects of finance interesting.
About
I got my first insight into the business world when I was General Manager for the family business, which had over 60 Retail outlets and over 250 staff nationwide, i gained a real understanding of the inner workings of a company. In 2017 I was given the opportunity to become a Financial Adviser, with St. James's Place and in 2018 joined a large, successful Practice in Wakefield.
After 6 years I created Savi Wealth, as educating people to be Savvy for the here and now, and the future sits at the heart of what we do.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
