Robin Melley TEP, Chartered MCSI.
@RobinMelley
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Trust and Estate Practitioner and Chartered Financial Planner, offering safe pair of hands for those who find themselves in vulnerable circumstances.
Bridgnorth, England
Joined January 2022
Today is the day that the two recipients of the @nsandi #PremiumBonds jackpot receive their £1m prizes. This is a case that demonstrates that uncomplicated planning can achieve amazing outcomes! @STEPSociety @AdvisingFamily
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I feel both humbled and privileged to have been awarded Fellowship of the London Institute of Banking and Finance. @StudyLIBF #FinancialPlanning
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Heartwarming to receive a lovely gift of thanks from a client 😊 #FinancialPlanning @Harrods @SOLLAadvice @STEPSociety
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Every Christmas, Mrs M turns our Aga up to max and turns our kitchen into a peanut brittle factory! #ChristmasGift 😊🎄
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Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice? This new webinar looks at the key building blocks of good advice and the practical steps firms have taken. Learn more and register https://t.co/TrYLjVWeoe
#ConsumerDuty
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You know you’re doing something right when you receive an email like this after an exploratory meeting with the attorneys for a new later life client in a care home: “We all felt very comfortable and confident after our meeting” 😊 @SOLLAadvice
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Heartwarming and inspiring 😊
A stockbroker named Nicholas Winton saved the lives of 669 Czechoslovakian children, most of them Jewish, by taking them to England. He never told his wife what he had done. He refused to take credit until his wife found a scrapbook of the children he had saved and gave it to
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Pensions are far more than a way to save for your retirement. In this article @RobinMelley from @matrixcapital explains how to use pensions in your financial planning, including different types of pensions. Read more in the article: https://t.co/XGX4V7cvd1
#Pensions
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Booked - looks fascinating 😊 #FinancialPlanning
Have you got your tickets for the friendliest Financial Planning Conference of 2024? 🥰 🙌 Great people 💡 Great ideas 🥳 Great fun Early Bird Tix on sale 👉 https://t.co/Dgim1L586w
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A wonderful passage from @chimpmanagement on vulnerability, describes why I feel that the way in which we as a profession need to focus on helping clients in vulnerable circumstances to achieve good outcomes 😊 #FinancialPlanning @SOLLAadvice @CISI
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Interesting to listen to @timfarmersays from @Comentis1 and his perspective on wealth and vulnerability @Just_Adviser #JustVC
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Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC
#ConsumerDuty #FinancialPlanning
@CISI @pfsconf @StudyLIBF @SOLLAadvice
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Looking forward to speaking at today’s @Just_Adviser Vulnerability Conference. #ConsumerDuty #SafePairOfHands #FinancialFinancial #JustVC
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