I joined The Michelle Sheppard Practice in 2019 with a goal of offering clients a fast and efficient Mortgage and Protection advice service. I have always had a passion for providing the best advice for my clients so that they can achieve their financial plans.
I have over 12 years’ experience in the financial services industry. Since working at St. James’s Place I have loved the client led environment, where your priorities are our priorities.
In my spare time I love to be out in the countryside, specifically the New Forest, with my husband and two children.
Having worked in financial services for over twenty five years I have been with the Michelle Sheppard Practice for five years now. My experience encompasses a broad range of sectors including Investment Management, Life Assurance and Banking. I enjoy the varied nature of the industry however the most rewarding aspect has always been dealing with clients on a day to day basis.
I am married with two children, and in my spare time I enjoy music, theatre, cycling and the unyielding challenges of allotment gardening!
I have 20 years experience working within St. James’s Place. I was delighted to join The Michelle Sheppard Practice Ltd in 2014, to help Michelle with her Marketing activities and arranging of our client hospitality events, as well as helping to arrange her client appointments. This ensures that Michelle can spend more time face to face with her clients, which is the cornerstone of her approach.
In my spare time my partner and I, along with our three children, enjoy spending time with our families and friends and walking along the beautiful South Coast with our dog, Summer.
I have over 25 years' experience working in the Financial Services Industry as a Life & Pension administrator and a Product Development Executive.
I joined the Practice in March 2017 bringing a wealth of experience from my previous financial services roles. I work part-time and my role includes processing client business needs and dealing with client queries.
Outside of work, I am a busy mum looking after my two boys. I also enjoy reading and gardening.
I have over 19 years' experience with St. James's Place Wealth Management and I am responsible for the day to day administration within the Practice and the management of Michelle's diary and associated client requirements.
In my spare time I enjoy spending time with my family and in particular, my five grandchildren.