Michelle Germain APFS
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Helping business owners and senior executives plan and enjoy the longest holiday of their lives
26/12/2025
Are you 2026 ready?
Are your plans in place?
If not, just start with something
26/11/2025
Post life for Michelle
Its a phone and email follow up few days ahead
Our updates are on stories
If you’re a client, you’ll be receiving an email with a full outline in the next 24 hours.
If you’re not a client, please DM us and we will send the email to you
Whats your thoughts on the Autumn Statement?
About Our Founder:
How did Michelle become a financial advisor?
From early career knockbacks to earning specialist qualifications and advising high-net-worth clients, Michelle shares the moment she knew this was her calling… and the people who believed in her along the way 💼✨
Some of those clients are still with her 25+ years later - which says everything about the trust she’s built.
💬 Who was the first person to really support your career journey?
Click here to claim your Sponsored Listing.
Contact the business
Telephone
Address
Sutton
