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Michelle Boakes

Michelle Boakes of Verve Financial Ltd is based in Salisbury. Michelle has up to 5 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Quilter Wealth Ltd06/08/2018 to 29/09/2020
The Aaron Partnership06/08/2018 to 17/08/2020
My Pension Expert