Michelle Littlewood – Sheffield
I am a Wealth Planner in South Yorkshire, aligned to the Sheffield office. I joined Succession in January 2020 following a company acquisition of Investors Planning Associates. I have worked in the Financial Services industry since 1984 in various roles far too numerous to mention. My particular areas of interest are pensions and investments.
I love my role and take great pride in helping my clients achieve their financial goals and/or plan their stress free retirement. Many would think that my job is all spreadsheets, percentages and calculations. Yes, there is some of that but my most important role is to listen to my client’s hopes, fears and plans for their future. I then use my technical knowledge to put a very personal plan in place that will see them through the rest of their lives. It is an amazing privilege and responsibility knowing so much about a client’s private affairs. The biggest sense of achievement is when that plan comes to fruition and clients start to see the real value that professional financial advice can add. That gives me total job satisfaction.