I initially approached Michelle after setting up my own business and losing the security of the usual company benefits, that come with a senior management role.
I wanted to ensure my family were protected, should anything happen to me and also have a review of my current investments and set up new ones, to ensure my money is working as hard as it can, to provide the best return.
Michelle put me at ease straight away. I could tell instantly, that her focus was to listen to my needs and provide advice that would serve me in the most beneficial way.
I would highly recommend Michelle to anyone looking to review their personal finances, protect their future income and have peace of mind for their families.
Michelle was able to explain all my queries and concerns in a clear and concise language, that even I could understand, knowing little about pensions. She took a very thorough approach to evaluating my current position across many different products, I’d accumulated over the years and presented me with a clear picture of where I was forecasted to be.
We discussed both my wife’s and my own current financial situation and where we wanted to be financially and in what timescale. This allowed Michelle to provide a realistic picture of what we need to do to achieve our financial goals.
I believe that Michelle now has a clear understanding of our current situation, our financial goals and our view on risk. With this she provided a recommendation that was aligned to our goals but gave us the flexibility to adapt it, should anything occur in the meantime.
On an interpersonal level, I have found Michelle to be both professional and personable; and very responsive to phone calls and emails. She uses clear plain language and has a broad understanding of the current financial issues and how they relate to my particular situation. Michelle is a “safe pair of hands”, what more can you ask for in a financial adviser.
Its always worthwhile to take the time to recommend someone, in their professional field in life. I have been advised by Michelle Veitch for nearly three years, and the advice given has always been honest, concise and measured. I have benefitted from it.
Especially so, as considerations are given to the disruptions the Covid crisis has wrought to our way of life and its negative temporary financial impacts. Michelle was able to reassure. I would recommend Michelle Veitch without hesitation.