Trust and Estate Practitioner and Certified Financial Planner™, offering safe pair of hands for those who find themselves in vulnerable circumstances.
Joined January 2022
- Tweets 1,035
- Following 1,453
- Followers 519
- Likes 3,091
107 Photos and videos
Pinned Tweet
1 Sep 2023
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 matrixcapital.co.uk/library/…
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15 Oct 2024
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1 Aug 2024
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8 Feb 2024
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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22 Dec 2023
Heartwarming to receive a lovely gift of thanks from a client 😊
#FinancialPlanning @Harrods @SOLLAadvice @STEPSociety
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10 Dec 2023
Every Christmas, Mrs M turns our Aga up to max and turns our kitchen into a peanut brittle factory!
#ChristmasGift 😊🎄
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10 Dec 2023
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1 Dec 2023
This month’s @nsandi #PremiumBonds £1m jackpot winners are in #Essex and #York 😊 linkedin.com/posts/robinmell…
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Robin Melley TEP, CFP™ retweeted
21 Nov 2023
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 bit.ly/49Gx1cJ
#ConsumerDuty
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10 Nov 2023
There’s something weirdly satisfying about starting a brand new, pristine, tub of @marmite 😂
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Robin Melley TEP, CFP™ retweeted
8 Nov 2023
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Robin Melley TEP, CFP™ retweeted
4 Nov 2023
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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1 Nov 2023
Heartwarming and inspiring 😊
31 Oct 2023
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 the BBC. This is what a real hero looks like.
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Robin Melley TEP, CFP™ retweeted
1 Nov 2023
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: bit.ly/3QDrE6A
#Pensions
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28 Oct 2023
Booked - looks fascinating 😊
#FinancialPlanning
27 Oct 2023
Have you got your tickets for the friendliest Financial Planning Conference of 2024? 🥰
🙌 Great people
💡 Great ideas
🥳 Great fun
Early Bird Tix on sale 👉 tinyurl.com/elements24
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21 Oct 2023
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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19 Oct 2023
Interesting to listen to @timfarmersays from @Comentis1 and his perspective on wealth and vulnerability @Just_Adviser #JustVC
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Robin Melley TEP, CFP™ retweeted
19 Oct 2023
Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC
#ConsumerDuty #FinancialPlanning
@CISI @pfsconf @StudyLIBF @SOLLAadvice
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19 Oct 2023
Looking forward to speaking at today’s @Just_Adviser Vulnerability Conference.
#ConsumerDuty #SafePairOfHands #FinancialFinancial #JustVC
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