Michelle Boakes

Chartered Financial Planner

Qualifications

Qualifications

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Associate of the Personal Finance Society (APFS)

    Associate of the Personal Finance Society, recognising advanced financial planning qualifications.

  • Fellow of the Personal Finance Society (FPFS)

    Fellow of the Personal Finance Society, a senior professional designation.

  • STEP Certificate for Financial Services, Trust and Estate Planning

    A specialist qualification covering the legal, tax, and investment issues that overlap with estate planning.

  • CF8 (Long-term Care Insurance)

    A qualification focused on long-term care cover, including legal, taxation, and regulatory considerations.

  • ER1 (Equity Release)

    A qualification focused on the equity release market and related advice considerations.

  • CF6 (Mortgage Advice)

    A qualification focused on mortgage products, repayment options, and the mortgage advice process.

  • Society of Later Life Advisers (SOLLA)

    Professional accreditation supporting advice for clients and their families when planning for later life.

The professional side of things

Michelle has worked in financial services since leaving school. She began her advice career as a mortgage adviser before becoming an independent financial adviser (IFA) in 2018.

As a Chartered financial planner, Michelle takes time to understand each client’s needs, objectives, and circumstances. She then makes recommendations designed to help them reach their goals in the most efficient way for their situation.

Her role involves regular client meetings, building lasting relationships, and helping people make clear, informed decisions about their financial future.

Away from the office

Outside of work, Michelle likes to keep fit by running, walking, or heading to the gym. She loves to travel when she can and enjoys learning other languages. She is currently learning Greek, which she describes as a challenge.

Family is central to Michelle’s life. She has a busy and lively household, which always keeps her occupied.

Michelle’s likes include spa days, holidays, reading, festivals, and dancing. Her dislikes include reptiles, birds, seafood, cold and rainy days, and unfairness.

What’s your role at Butler Toll?

Chartered Financial Planner.

On an ideal weekend, you can find me:

Mooching around Salisbury before heading home to read in a sunny garden.

Where is your favourite holiday destination?

Any Greek island.

What’s your favourite song to play in the car?

‘Everywhere’ by Fleetwood Mac.

What was the first album you bought?

The Summer Chart Party.

If you could be any fictional character, who would you be?

Lorelai Gilmore.

If you could turn any activity into an Olympic sport, what would you win a medal in?

Talking.

When the dessert menu arrives, what are you looking for?

Cheesecake.

What three qualities draw you to new people?

Warmth, authenticity, and humour.

What is your pet peeve?

Rudeness.

What is the best gift you’ve ever received?

My necklace.

Who would be the three people at your dream dinner party?

Dolly Parton, John Douglas, and Alan Carr.

What three small things make your day better?

A cup of tea, a catch-up with family, and sunshine.

What three things haven’t you done so far?

Seeing whales or dolphins in the wild, driving a Porsche, and flying business class.

Our team that makes it all happen

Our talented team

Start a conversation. We’re here to help

01793 786 300

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    Copyright 2026 Butler Toll Financial Planners

    Butler Toll Ltd trading as Butler Toll Financial Planners is authorised and regulated by the Financial Conduct Authority. Butler Toll Limited is entered on the FCA register (www.FCA.org.uk) under no. 442229. Registered office: Regus House, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR. Registered in England and Wales. Company number: 05460739.

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