Michaela Pashley Fpfs Pofp®

Michaela Pashley Fpfs Pofp® Email and Phone Number

Financial Planner @ Roseum Financial Planning
Renfrew, GB
Michaela Pashley Fpfs Pofp®'s Location
Renfrew, Scotland, United Kingdom, United Kingdom
About Michaela Pashley Fpfs Pofp®

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.

Michaela Pashley Fpfs Pofp®'s Current Company Details
Roseum Financial Planning

Roseum Financial Planning

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Financial Planner
Renfrew, GB
Employees:
1
Michaela Pashley Fpfs Pofp® Work Experience Details
  • Roseum Financial Planning
    Financial Planner
    Roseum Financial Planning
    Renfrew, Gb
  • Practical Financial Exams
    Managing Director
    Practical Financial Exams May 2020 - Present
    Renfrew, Scotland, United Kingdom
  • Roseum Financial Planning
    Financial Planner
    Roseum Financial Planning Mar 2023 - Present
    Glasgow, Scotland, United Kingdom

Michaela Pashley Fpfs Pofp® Skills

Financial Services Account Management Pensions Business Relationship Management Financial Advisory Investments Pension Transfers Retirement Planning Training Derivatives Business Management Microsoft Powerpoint Training Delivery Technical Direction Technical Consultation Delivering Workshops Cpd Camtasia Presentations Public Speaking Consulting

Frequently Asked Questions about Michaela Pashley Fpfs Pofp®

What company does Michaela Pashley Fpfs Pofp® work for?

Michaela Pashley Fpfs Pofp® works for Roseum Financial Planning

What is Michaela Pashley Fpfs Pofp®'s role at the current company?

Michaela Pashley Fpfs Pofp®'s current role is Financial Planner.

What skills is Michaela Pashley Fpfs Pofp® known for?

Michaela Pashley Fpfs Pofp® has skills like Financial Services, Account Management, Pensions, Business Relationship Management, Financial Advisory, Investments, Pension Transfers, Retirement Planning, Training, Derivatives, Business Management, Microsoft Powerpoint.

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