Melanie Dolphin DipPFS

What matters most to Melanie about working for Hartsfield?

I feel very lucky to work with such a close-knit team who I can call friends and not just colleagues.

Everyone’s opinion counts and we all look out for each other. It’s so lovely to see the whole team constantly improving and progressing and we are all each other’s best cheerleaders. The flexibility we have at Hartsfield means we get to deliver to our clients while still enjoying our lives outside of work.

What matters most to Melanie about her specific role?

I love getting to know new clients and taking a more down-to-earth and relatable approach.

I think it’s really important for clients to understand and feel engaged with the whole planning process - this helps them to feel more confident and in control. It’s essential to do that by not using jargon or condescending anyone who is new to the process. It’s also great to be challenging the status quo of what a typical financial planner is expected to be - the male, pale and stale industry is slowly starting to change.

What matters most to Melanie outside of work?

I’m definitely a social butterfly; I love spending time with my friends and family. I’m always happier when I’m outdoors being active; either a weekend covered in mud mountain biking or at the coast attempting to surf.

I lived in Chamonix for a few years after I graduated from university so I always look forward to going skiing (when I can!) and visiting friends who are scattered all over the world.