Michelle Bean – INDEPENDENT FINANCIAL PLANNER

Providing expertise in: Financial Planning and Retirement Planning

Michelle started her career in the legal profession, having worked for Solicitors’ firms in the Lowestoft and Great Yarmouth area for around 24 years.  For 10 years she practised as a Chartered Legal Executive, advising clients on all areas of family law, including financial settlements on divorce and separation.

Michelle joined Norfolk & Suffolk in July 2020, and is an Independent Financial Planner, holding the Diploma in Regulated Financial Planning through the Chartered Insurance Institute. She is able to advise on most areas of financial planning for individual clients, including pensions and retirement planning, investments and financial protection.

Outside of work, Michelle is a recent convert to the world of running and is a member of Great Yarmouth Road Runners.  She regularly attends running events, either taking part as a competitor or marshalling.