Robin Melley TEP, Chartered MCSI. (@robinmelley) 's Twitter Profile
Robin Melley TEP, Chartered MCSI.

@robinmelley

Trust and Estate Practitioner and Chartered Financial Planner, offering safe pair of hands for those who find themselves in vulnerable circumstances.

ID: 1481696927439896577

linkhttps://www.matrixcapital.co.uk/about-us/robin-melley calendar_today13-01-2022 18:37:50

1,1K Tweet

529 Takipçi

1,1K Takip Edilen

Robin Melley TEP, Chartered MCSI. (@robinmelley) 's Twitter Profile Photo

A wonderful passage from Chimp Management | Prof Steve Peters 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 SOLLA The CISI

A wonderful passage from <a href="/chimpmanagement/">Chimp Management | Prof Steve Peters</a> 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 <a href="/SOLLAadvice/">SOLLA</a> <a href="/CISI/">The CISI</a>
AdvisingFamilies (@advisingfamily) 's Twitter Profile Photo

Pensions are far more than a way to save for your retirement. In this article Robin Melley TEP, Chartered MCSI. from Matrix Capital explains how to use pensions in your financial planning, including different types of pensions. Read more in the article: bit.ly/3QDrE6A #Pensions

Pensions are far more than a way to save for your retirement.

In this article <a href="/RobinMelley/">Robin Melley TEP, Chartered MCSI.</a> from <a href="/matrixcapital/">Matrix Capital</a> explains how to use pensions in your financial planning, including different types of pensions.

Read more in the article: bit.ly/3QDrE6A

#Pensions
Matrix Capital (@matrixcapital) 's Twitter Profile Photo

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” 😊 SOLLA

Consumer Duty (@consumerduty) 's Twitter Profile Photo

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

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