Financial Planning Dubai
Originally from Durban, South Africa – Michele graduated from the University of Natal with a B.Proc(Law) degree before embarking on a highly successful career within the ﬁnancial services sector, and having worked for reputable companies such as Maxprop Group (South Africa) before emigrating to the UK in 1999 and joining Countrywide Financial Services and Lloyds TSB, where Michele became one of the most successful in the country exclusively maintaining high net worth client relationships. Michele was headhunted in January 2004 to join St. James’s Place Wealth Management in London as a Wealth Manager/Associate Partner. (Part of the J.Rothchild Group/Lloyds Banking Group)
Since joining as an Associate Partner, Michele has opened the doors to many more areas of ﬁnancial planning, as well as developing her practice into more specialist areas of advice; She holds a Diploma in Financial Planning, as well as a Tax, Trust & Estate Planning Qualiﬁcation. She’s also a member of The Personal Finance Society & Chartered Institute of Insurers (UK).
In August 2011, she was again headhunted, this time to Hong Kong, to oﬀer bespoke Financial Planning/ Wealth Management advice to expat clients, capitalising on her wealth of experience in South Africa and the UK, opening an oﬃce for Inﬁnity Financial Services as their CEO and Director of their Hong Kong oﬃce.
The valuable wealth management/holistic ﬁnancial planning service she oﬀers our clients is tailored to meet their individual ﬁnancial needs, thus providing the beneﬁt of a single, seamless relationship, aimed at designing bespoke tax eﬃcient ﬁnancial plans, whether it be for Education Fee Planning or Retirement Savings or tax – eﬃcient savings & investments.
Payal Trehan, who as an experienced Investment Analyst (ex Goldman Sachs) also assists Michele by providing exclusive up to date, active management approach to all of her clients, adding considerable value to her investment management style.
Michele also manages a team of ﬁve ﬁnancial planners with four admin support, which allows them to focus on providing great client servicing and reviews to our clients on a regular basis.
Financial Partners FP Ltd.
August 2011 – July 2012 (1 year) | Hong Kong