Specialist Financial Advice for Families with Additional Needs

Specialist Financial Advice for Families with Additional Needs

Find out more about how you can support your family in making financial decisions and planning for the future

By Michelle Harrison (DipPFS)

Date and time

Location

Online

About this event

  • Event lasts 1 hour 30 minutes

Planning for the future can be complex in any situation and having a family with additional needs requires careful planning and consideration.

Michelle has a son, William, who has complex additional needs. She understands the importance and benefits of planning for the future. With over 33 years of experience within the financial services industry, Michelle is here to help recognise the milestones that may prove challenging and provide knowledge and insight by sharing her own personal experience and expert financial advice.

A link to join the Zoom Call will be sent to you in your booking confirmation.

Eccles Greenwood Financial Planning LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

SJP Approved XX/XX/XX



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Michelle Harrison (DipPFS)

Michelle has a wealth of knowledge having spent over 30 successful years building her career in Financial Services at Skipton Building Society. With a focus on Advisory and Managerial positions, Michelle has lead successful award winning teams and takes pride in delivering excellent service.

Having achieved the Diploma in Financial Planning through the Chartered Institute of Insurance, Michelle has been invited to join Eccles Greenwood Financial Planning LLP to continue with her passion for helping others. Over the years, Michelle has been able to help many clients and colleagues make carefully planned decisions about different aspects of their lives through building relationships based on trust and exploring individual needs and aspirations.

Living on a farm in Cowling, North Yorkshire with her husband Michael and sons Thomas & William, Michelle enjoys spending time with her family in the outdoors including walking and cycling. Michelle is also Chair of Governors at a local Special Community School and has fulfilled this role for the past 6 years.

Free
Aug 5 · 11:30 AM PDT