Investment
Trustee
Professional
Melanie first entered the industry working in sales and marketing. Gaining valuable understanding and insight whilst working closely alongside the advice team sparked her ambition to become a financial planner.
Melanie offers a fresh perspective on traditional financial advice. She loves getting to know new clients and is always down-to-earth and relatable no matter what stage clients are at on their journey.
Melanie has a keen interest in supporting clients who are just starting out – first-time investors and clients starting new pensions. She’s also knowledgeable on the Responsible Investment options available for the growing number of clients who are looking for their investments to match their values or beliefs.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
Click here to see Melanie's Statement of Professional Standing
Qualifications
You can see the qualifications Melanie holds by clicking the button below.
Qualifications
Diploma in Regulated Financial Planning – DipPFS
The 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.European Financial Adviser – EFA
The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behaviour for the financial advisory sector throughout Europe, benefiting the profession, financial firms and clients.Politics Degree – BA (Hons)
Loughborough UniversityEXAMS
Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Accreditations and awards
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.
Bristol Office
Cheltenham Office
Wiltshire Office