Melanie is a Chartered Financial Paraplanner. She completed the advanced diploma in Financial Planning at the end of 2017 before achieving her Fellowship of the PFS. At that time Melanie was awarded the Fellowship Student of the Year by the Bournemouth CII. She is highly academic, very experienced and extremely proficient.
Melanie believes that attention to detail, keeping up with changing legislation and building a good relationship with clients are the key ingredients for any paraplanner. At TLB as a senior member of our team, she is an individual we can always rely upon when matters are technical or complex.
Out of work Melanie is kept busy by her teenage son and attends regular fitness classes such as Pilates and Kettlebells. She enjoys family holidays to sunny destinations having visited Egypt on many occasions.
Contact Melanie at: firstname.lastname@example.org