The complete wealth management service from a totally professional company
Telephone:0871 702 9490
Authorised and Regulated by the Financial Services Authority
Associated Companies
About Us - Our Qualifications
| Jan 2010 | Carl Melvin wins "Innovative IFA of the Year" in the Professional Adviser Awards 2010 |
| Jan 2010 | Carl Melvin is a Winner in the Citywire New Model Adviser awards 2010 |
| Sept 2009 | Carl Melvin Commended in the Best Retirement Adviser category of the Moneyfacts Good Advice Awards 2009 |
| July 2009 | Carl Melvin graduates with a 1st class honours degree in Financial Services Management from Edinburgh Napier University |
| April 2009 | Carol Brown-Blair successfully passes HR1 – Home Reversion Plans |
| Jul 2008 | Carl Melvin successfully completes an ordinary degree in financial services from Napier University |
| Jan 2008 | Carl Melvin is Finalist in Citywire New Model Adviser Awards 2008 – Scotland & NI |
| Apr 2007 | Carol Brown-Blair passes CF8 - Long Term Care Insurance |
| Mar 2007 | Carol Brown-Blair passes CF7 - Lifetime Mortgages |
| Jan 2007 | Carl Melvin is Finalist in Citywire New Model Adviser Awards 2007 – Scotland & NI |
| Jan 2007 | Carl Melvin accredited as Divorce Financial Planner with Resolution UK |
| Dec 2006 | Carol Brown-Blair passes CF2 - Investment and Risk |
| Nov 2006 | Carl Melvin is awarded the Chartered Financial Planner title |
| Aug 2006 | Carl Melvin passes CF2 – Investment & Risk |
| Aug 2006 | Carl Melvin passes CF7 - Lifetime Mortgages |
| Jun 2006 | Carl Melvin passes CII Financial Advisers’ International qualification |
| May 2006 | Carl Melvin passes CF9 - Pensions Simplification |
| Oct 2005 | Carl Melvin qualifies for MDRT Court of the Table |
| Jan 2005 | Carl Melvin becomes an Associate of the Personal Finance Society |
| Mar 2004 | Carol Brown-Blair passes CII - Mortgage Advice |
| Jul 2003 | Carl Melvin passes PMI certificate in Trustee Pensions Knowledge |
| Jun 2003 | Carol Brown-Blair passes H15 - Supervision and Sales |
| Apr 2003 | Carl Melvin is awarded the Certified Financial Planner licence |
| May 2002 | Carl Melvin awarded Business AM Gazelle award for small business |
| Oct 2001 | Carl Melvin passes CIBS certificate in Mortgage advice practice |
| Sep 2000 | Carol Brown-Blair passes CII-Financial Planning Certificate |
| Mar 1998 | Carl Melvin is Finalist in Money Marketing Awards & Best Pension IFA |
| Feb 1998 | Carl Melvin is Highly Commended Finalist in Planned Savings IFA of the Year |
| May 1997 | Carl Melvin passes Chartered Institute of Bankers Professional Investment Cert |
| May 1997 | Carl Melvin is voted Business Assurance IFA of the Year by Planned Savings |
| Mar 1997 | Carl Melvin is Finalist in Money Marketing IFA of the Year Awards |
| Aug 1996 | Carl Melvin is certificated in Financial Planning by Charted Insurance Institute |
| Jul 1996 | Carl Melvin passes CII Advanced Financial Planning Certificate (inc G60) |
| Feb 1996 | Carl Melvin is Highly Commended Finalist in Planned Savings IFA of the Year |
| Jul 1992 | Carl Melvin passes CII Financial Planning Certificate |
| Mar 1989 | Carl Melvin elected an Associate of the Corporation of Insurance Financial Advisers |
