Michaela Robson

With over 20 years’ experience in financial services, Michaela has a strong technical foundation across retirement planning, investment strategy, tax efficient structuring, and estate planning, giving her a well-rounded perspective when advising clients.

Her experience spans banking, wealth management, and adviser led environments, where she has led and supported the design, implementation, and ongoing review of financial planning strategies for individuals, families, and business owners.

Michaela’s approach is calm, considered, and centred on building long term relationships. She takes the time to understand what matters most to each client, translating complex financial matters into clear, practical guidance that clients can understand and act on with confidence.

Outside of work, Michaela enjoys spending time with her dogs, travelling, following F1 and motorsport, and exploring great places to eat. She also values time with family and friends, bringing that same genuine and down to earth nature into her work with clients.