Leeds office

Michelle Holgate

Financial Planning Director

Leeds

+44 (0) 113 245 4488

About me

I provide bespoke independent advice to both individuals and companies across a range of specialist areas including pension and retirement strategies, inheritance tax mitigation, investment solutions and succession planning. I work closely with legal and tax professionals to provide comprehensive advice to new and existing clients.

Specialisation

Financial Planning

Background/Experience

I started my career within a 'Big 4' accountancy practice in Jersey within the personal tax division before relocating to Leeds and becoming a regulated financial adviser in 2008.

Qualifications

I’m a fully qualified financial planner and a member of the Personal Finance Society.

Get in touch

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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