About Michelle Lambell:
Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Planner in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments.
Key discussion points from this episode include:
· Why you should seek advice from a pension’s specialist.
· Michelle breaks down what a pension is.
· Whether you should have a pension and when you should start contributing to a pension.
· The benefits of contributing to a pension via your employer.
· The benefits of contributing to a pension if you are self-employed.
· Michelle’s advice to a young person who is undecided about opting in to a workplace pension scheme.
· Inheritance tax benefits of building up your pension pot.
· Michelle’s definition of each Wealth Cornerstone.
Contact and work with Michelle Lambell:
Website: https://tmplimited.co.uk
Instagram: https://www.instagram.com/michellelambellmoney/
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