Paul Melling

Paul Melling Email and Phone Number

Chartered Financial Planner - Scrimger and Oakes Ltd @ St. James’s Place Wealth Management
England, United Kingdom
Paul Melling's Location
England, United Kingdom, United Kingdom
Paul Melling's Contact Details

Paul Melling work email

Paul Melling personal email

n/a
About Paul Melling

As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading adviser's that is wholly committed to providing you with the best possible advice, service and support. At Scrimger & Oakes Ltd. we offer a distinctive approach to our clients and their financial affairs. You get all the benefits of individual attention and years of experience, from a team who will deal with your situation with integrity, in an approachable and professional manner. Ours is a very personal business, so we build a long-term relationship with you; a partnership where we take the time to listen, understand, and get to know you, and where we’re always available for help and advice.I am keen to develop relationships with:• Business Owners/ Entrepreneurs• Corporate Executives• Solicitors & Accountants• Individuals Planning for RetirementWhat are the benefits to you? You don’t deal with a faceless corporation; you deal with real people, who are dedicated to helping you achieve your financial goals.•Investment Planning - a tailored approach to investment strategies.•Inheritance Tax - overcoming the worries•Retirement Planning - guiding you through the maze of pension planning•Protection - personalised solutions for the unforeseenAll this with the backing and reassurance of St. James's Place Wealth Management, one of the UK’s leading wealth management organisations.The value of your investment can go down as well as up You could get back less than you invested. Scrimger & Oakes Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved xx/xx/xxxx

Paul Melling's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Chartered Financial Planner - Scrimger and Oakes Ltd
England, United Kingdom
Paul Melling Work Experience Details
  • St. James’S Place Wealth Management
    Chartered Financial Planner - Scrimger And Oakes Ltd
    St. James’S Place Wealth Management
    England, United Kingdom
  • St. James’S Place Wealth Management
    Chartered Financial Planner - Scrimger & Oakes Ltd
    St. James’S Place Wealth Management Apr 2021 - Present
    Yarm, England, United Kingdom
    A Chartered Financial Planner with St. James's Place Wealth Management, one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • St. James'S Place Wealth Management
    Chartered Financial Planner- Melling Financial Planning Ltd
    St. James'S Place Wealth Management Feb 2010 - Apr 2021
    Yarm
    A Chartered Financial Planner with St. James's Place Wealth Management, one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Edward Jones
    Financial Adviser
    Edward Jones Mar 2003 - Feb 2010
    Yarm

Paul Melling Skills

Retirement Planning Investments Strategic Financial Planning Finance Income Protection Pensions Financial Planning Wealth Management Financial Advisory Inheritance Tax Planning Wealth Investment Management Protection Estate Planning Retirement Investment Advisory Pension Funds Critical Illness Portfolio Management Intergenerational Wealth Transfer

Paul Melling Education Details

  • Chartered Insurance Institute (Cii)
    Chartered Insurance Institute (Cii)
    Chartered Financial Planning
  • Leeds University, Trinity & All Saints College
    Leeds University, Trinity & All Saints College
  • Sacred Heart Rc
    Sacred Heart Rc

Frequently Asked Questions about Paul Melling

What company does Paul Melling work for?

Paul Melling works for St. James’s Place Wealth Management

What is Paul Melling's role at the current company?

Paul Melling's current role is Chartered Financial Planner - Scrimger and Oakes Ltd.

What is Paul Melling's email address?

Paul Melling's email address is pa****@****p.co.uk

What schools did Paul Melling attend?

Paul Melling attended Chartered Insurance Institute (Cii), Leeds University, Trinity & All Saints College, Sacred Heart Rc.

What skills is Paul Melling known for?

Paul Melling has skills like Retirement Planning, Investments, Strategic Financial Planning, Finance, Income Protection, Pensions, Financial Planning, Wealth Management, Financial Advisory, Inheritance Tax Planning, Wealth, Investment Management.

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