Meet the Team

 

Carl Melvin – Managing Director

Carl is a multi award winning financial planner, and is one of an elite group of financial advisers to hold both the Certified Financial Planner licence and the Chartered Financial Planner designation. His primary role is to provide clients with advice and personal service on financial planning issues. He has over 28 years professional experience as a financial planner and holds a 1st class honours degree in Financial Planning and a Masters degree with merit in Financial Planning.


Debbie King – Client Relationship Manager

Debbie joined us in 2018, bringing with her many years of experience within Financial Services. Debbie is an extremely experienced Financial Services Administrator, with experience working within a number of Wealth Management firms.

Debbie holds a number of Financial Services sector qualifications.

 

 

 


Elizabeth Blair – Administrator & PA to Managing Director

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Liz joined us in 2017 following a long career in Banking. She has considerable experience in the financial sector, most recently working with Lloyds Banking Group. Liz supports Carl in operational matters to allow him to focus his time on clients. 


Colin Stewart – Paraplanner

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Colin is our Technical Paraplanner and supports Carl in high level technical analysis and complex planning issues relating to final salary pension transfers. With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans, and defined benefit transfer analysis.

Colin is a Chartered Financial Planner and achieved Certified Financial Planner and Accredited Paraplanner status in 2015.

His financial services career started in 1999 and included time in a pensions call centre, local government pensions administration and a business development role with Scottish Life. He has held a number of positions in a small financial planning firm, a large national adviser and a private bank.

Colin has a lot of experience in most aspects of financial planning. 


Kim Bendall CFP,FPFS – Paraplanner

Kim is our Paraplanner and assists Carl with detailed investment analysis and financial plan construction, as well as client report writing. Kim holds both the Certified Financial Planner and Accredited Paraplanner status from the Institute of Financial Planning, as well as being a Fellow of the Personal Finance Society.
Following a career in accountancy, Kim joined the financial services industry in 2000. Since then she has worked as both an independent financial adviser and a paraplanner. Kim was named “Paraplanner of the Year” in the 2013 Professional Adviser Awards


Zoey Moorhouse – Financial Administrator

Zoey is our financial administrator and deals with our financial reconciliation requirements. She provides management accounting support to the Managing Director and also manages our regulatory reporting.

Zoey is a qualified accountant and previously worked as the financial controller of a large financial advisory firm. She is an expert in the financial management requirements of regulated financial planning firms.