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Before Michelle joined Tweed Wealth in May 2024, she spent 10 years as Personal Assistant then Practice Manager to Ross Penman at Capital Wealth Consultants. Michelle is responsible for providing Ross with day to day administrative support including communicating, building and maintaining relationships with new and existing clients.
Michelle has 24 years experience working within the financial services and wealth management sector and has a wealth of experience in areas such as protection, mortgages, investment and pension planning. Personal Interests
In her spare time, Michelle loves to spend time with her husband and 2 children and visiting family and friends. She also likes jogging and going regular family walks or getting stuck into a good box set at the weekend, when the weather doesn’t allow.
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
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Inverness
Third Floor, Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT
T: 01463 258058
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London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
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Email us: [email protected]