Melanie Dolphin DipPFS
Financial Planner
melanie.dolphin@hartsfield.co.uk
Bristol & Cheltenham Office
Professional
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 can put financial products and technical expertise in the context of you as an individual, put you in control of your finances and give you the freedom to pursue what matters most to you.
She has a keen interest in supporting all clients; whether they are first time investors just starting out, right up to those beginning to prepare for retirement. She’s 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.
Melanie also works closely with the Hartsfield Trustee team to support both SSAS and business clients.
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
Personal Tax and Trust Planning (AF1)
Assesses the candidate’s ability to develop in depth financial planning skills related to personal tax and trusts.Retirement Income Planning (AF8)
Assesses the advanced skills needed for advising on income planning to those in and approaching retirement. Applying knowledge and tools for formulating suitable strategies regarding fund withdrawals, investment risks, estate planning and other later life concerns.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.Discretionary Investment Management (J10)
Assessing knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.Financial Planning Process (AF5)
Assesses advisers advanced financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Financial Services Products and Solutions (LP2)
Assesses a knowledge and understanding of customer needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.Accreditations and awards
Get in touch
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
Bristol Office
Cheltenham Office
Wiltshire Office