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Robin Melley, Tep, Chartered Mcsi is listed as Financial Planner, providing a safe pair of hands. at Matrix Capital Limited, a company with 6 employees, based in Bridgnorth, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robin Melley, Tep, Chartered Mcsi.
Robin Melley, Tep, Chartered Mcsi previously worked as Founder and Managing Director at Matrix Capital Limited and Director at Consumer Duty Alliance. Robin Melley, Tep, Chartered Mcsi holds Diploma, Trusts And Estate Planning from Central Law Training.
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I love helping people to cut through complexity and live meaningful lives through professional financial planning and sound independent advice.The circumstances where I am able to add the most value is where there is affluence, possibly as a result of ‘sudden wealth,’ complexity and vulnerability:1. Business owners thinking about selling.2. Retired people wanting to reconcile estate planning with making sure they never run out of money.3. People in later life wanting to pay care fees4. Attorneys and professional deputies supporting people who have lost mental capacity5. People who experience sudden wealth, needing a safe pair of hands.My professional qualifications include:1. Chartered Financial Planner2. STEP Registered Trust and Estate Practitioner3. Fellow of The London Institute of Banking and Finance 4. SOLLA Accredited Later Life Adviser5. Fellow of The Personal Finance Society6. STEP Diploma in Advising Vulnerable Clients7. Member of the Expert Witness Institute Whilst both myself and my team have been fortunate to have received wide recognition for our work, I am particularly proud of the fact that my firm was chosen as the ‘Financial Advisor Team of the Year’ at the 15th annual global STEP awards. From a personal perspective, I am the only financial planner in the UK to have been twice awarded ‘Chartered Financial Planner of the Year.’Also, it was a privilege to work in partnership with NS&I to provide professional advice to the monthly Premium Bonds £1m Jackpot winners for 8 years; and it is very gratifying to read what Andrew Pike, Head of Intermediary Relationships at NS&I, has to say:“NS&I would like to place on record our sincere thanks to Matrix Capital for providing an excellent service to the Premium Bonds jackpot winners throughout the life of our partnership. They have gone above and beyond what was asked of them, and I have been truly impressed by their professionalism throughout, and their unwavering desire to put the customer at the heart of everything they do. There is no doubt that this has resulted in many positive outcomes for jackpot winners.”I am driven by a passion for helping people, particularly those who find themselves in vulnerable circumstances.
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United Kingdom
Matrix Capital Limited is the proud recipient of a Financial Advisor Team of the Year Award at the STEP Private Client Awards.I established the business as a directly authorised investment advisory firm - authorised and regulated by the Financial Services Authority (FSA). Our belief is that every client is unique with their own set of circumstances and.
United Kingdom
An independent professional alliance, supporting the personal finance sector to implement good consumer outcomes. All board members, including me, provide their time on a pro bono basis.
Telford, United Kingdom
Working to help facilitate collaboration between Business Professional Services (BPS) firms in Shropshire and playing a significant role in the economic development in Telford and Shropshire.All of the Board members are leaders in business and their individual professions; and give their time and wisdom freely to help grow and develop the capabilities of.
Birmingham, United Kingdom
Having spent many very happy and successful years with the Zurich Advice Network (now Openwork) it became obvious that my clients would benefit from independent advice. So it was a natural progression to launch Financial Focus Limited as a professional practice offering independent financial advice.
Birmingham, United Kingdom
This was my entry into the financial planning profession.It was a baptism of fire but developed skills and knowledge in me that have been incredibly valuable in my business career.
Stoke-on-Trent, United Kingdom
This was my introduction into management and provided a great opportunity for me to learn how to achieve results as a cohesive team.Potteries people are great, very down to earth and genuine. I had a great time, learnt a lot and hopefully made a difference in social housing in the 'five towns'.Coventry Churches Housing Association (CCHA) later became.
Midlands And The South West
This organisation was called Spiral Housing Association when I joined and later merged with Sanctuary Housing Association.This was a great organisation to work for - dynamic, energetic and results orientated; which was unusual for a quasi-public sector organisation. I put my heart and sole into this job, travelled a lot, learned how to operate with.
Birmingham
This was my first "proper job" as my parents would describe it; having left grammar school with a few O Levels and A Levels and, more importantly, having given up the 'Saturday Boy's' job at Woolworths, my evening job at a steel-stockholders and summer job as a tiler. So I took a significant pay cut to start a career and have a 'proper job!’
Activities and Societies: Administration of Estates and Trusts, Vulnerable Clients
Activities and Societies: The Debating Society, Company Sergeant Major in The Combined Cadet Force, member of the Rowing Club and Judo.
Activities and Societies: Financial Planning Certificate, Advanced Financial Planning Certificate, Chartered Financial Planner, Fellowship.
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Robin Melley, Tep, Chartered Mcsi works for Matrix Capital Limited.
Robin Melley, Tep, Chartered Mcsi is listed as Financial Planner, providing a safe pair of hands. at Matrix Capital Limited.
Robin Melley, Tep, Chartered Mcsi is based in Bridgnorth, England, United Kingdom while working with Matrix Capital Limited.
Robin Melley, Tep, Chartered Mcsi has worked for Matrix Capital Limited, Consumer Duty Alliance, Financial Vulnerability Taskforce, Telford Business Partnership, and Financial Focus Limited.
Robin Melley, Tep, Chartered Mcsi's colleagues at Matrix Capital Limited include Kayleigh Syred and Dave Seager.
You can use AeroLeads to view verified contact signals for Robin Melley, Tep, Chartered Mcsi at Matrix Capital Limited, including work email, phone, and LinkedIn data when available.
Robin Melley, Tep, Chartered Mcsi holds Diploma, Trusts And Estate Planning from Central Law Training.
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