CLEAR FUTURE FINANCIAL PLANNERS - Key Persons
Job Titles:
- Assistant Financial Planner
Michelle joined the company at the end of 2019 and has 15 years' worth of experience in the industry. She is Diploma qualified and is enjoying the variety that the Paraplanning role at Clear Future Financial Planners is providing.
Away from the office, Michelle keeps busy looking after her two young children and, when time permits, enjoys long-distance running and cycling.
Serena joined the company in late 2021 with 8 years of experience supporting financial advisers. She relishes a challenge and likes to make the client experience as smooth as possible. Serena is excited to be part of the Clear Future FP team and looking forward to providing a warm welcome when clients come to our office.
Homelife with two young children keeps Serena on her toes. In the moments of calm, she loves to read and enjoys time in the kitchen cooking, particularly baking treats to enjoy. She is also partial to running off to the gym if the opportunity presents, for some peace and quiet.
Job Titles:
- Director, Chartered Financial Planner
Simon has worked in the industry for over a decade having previously worked at a leading Wealth Management company in London, where he gained valuable experience and qualified as a Chartered Financial Planner.
Simon and the team are committed to building long-lasting relationships with both new and existing clients.
Outside of work, Simon enjoys travelling and visiting new countries. He also enjoys playing and watching a number of sports and supporting his beloved Cheltenham Town.