Michelle Ritson (FPFS and Chartered Financial Planner)
Regional Financial Planning Director
What attracted you to a career in wealth management?
With over 30 years of experience in the financial services industry, I embarked on a career in wealth management driven by my passion for providing trusted comprehensive financial planning advice. As a Fellow Financial Planner for the Personal Finance Society, I specialize in holistic financial planning in areas such as Business and Individual Protection, Retirement, Investment, and Estate Planning. As well as specialising in advising Deputies on Court of Protection cases, Trustees of Charities and Business owners on key events including sale. Driven to help others succeed in their financial objectives.
How do you approach your role on a daily basis?
My role as a Regional Manager of our local team, also involves Client facing advice and Business Development which enables me to guide the wider team and provide interact regularly with high-net-worth clients to provide tailored advice. I believe in fully understanding each client's financial goals and delivering transparent, trustworthy advice that aligns with their needs. Regular communication and open dialogue with clients are essential in helping them achieve their objectives.
What are your interests outside of work?
I enjoy quality time with my family, and volunteer activities to support local charities, and contributing to the wider community including public speaking to promote the added value of quality financial advice. When the opportunity arises, I enjoy travel to places of historical interest , exploring the world's beauty.