Michaela Pashley Fpfs Pofp® Email & Phone Number

Financial Adviser, Trainer, Technician, and Author. I have dedicated my entire career to financial services. I have worked with some of the profession's biggest brands including M&G/Prudential, Sandringham, St James's Place, SimplyBiz, Sesame Bankhall Group, and hundreds of Independent Financial Advisers and Paraplanners.In 2020, I founded exam board Practical Financial Exams, where I serve as Managing Director. I oversee the delivery and continued development of the SCQF Level 9 Practical Investment Planning qualification. I deliver training on a variety of financial planning subjects, and complete file reviews.In 2023, I launched Roseum Financial Planning, a trading style of Peregrine & Black Investment Management. I deliver regulated financial advice to UK retail clients on investment, pensions, IHT planning, and financial protection. I specialise in holistic financial planning for UK clients with a net worth between £200,000 and £5million, and recommending low-cost, tax-efficient strategies and products which save people real money. I also provide a high-end paraplanning service to other advisers for HNW/UHNW and complex cases.In 2023, I was acknowledged as a Top 10 Trans Role Model by LGBT Great for my work researching and developing low-cost, LGBT-friendly investment portfolios.

Listed skills include Financial Services, Account Management, Pensions, Business Relationship Management, and 17 others.