Our Clients

bob paice

"Wollen Michelmore Financial Planning have looked after my financial affairs for many years and I have always found them to be highly efficient, attentive to my every need and very approachable"

Bob Paice - Retired lawyer

bridget mccrum

"Many firms talk about ‘great client care’ but don’t always deliver. Wollen Michelmore Financial Planning are genuinely attentive to my needs and always respond promptly to my questions and queries. They appreciate the views I have on taking investment risk and this is always taken into account when recommendations are made. I would thoroughly recommend them to others"

Bridget McCrum - Sculptor

barry cole

"I have always been better at looking after business affairs than family matters so it was a great relief to meet Wollen Michelmore Financial Planning who were able to reassure me that there were still things we could do to better manage our finances for the future. They have always kept in touch and ensured that we revisit our investments on an annual basis. I am pleased that I can rely on their knowledge and help."

Barry Cole - Managing Director Riviera International Centre

Comprehensive Financial Planning

We help you to envision your financial future, become more financially organised and set your finish line, thereby creating more time for you to pursue other interests.

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Tax and Estate Planning

We are unique. Our in house team of qualified tax professionals will ensure that you receive a truly integrated financial planning, taxation and investment service.

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Investment Portfolio Management

The real value of your investment portfolio is in the ability it gives you to meet your broader life goals.

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Giving - Philanthropy Planning

How much wealth should I pass to my children? How do I determine how much I can give away and to whom? Should I establish my own charitable foundation?

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