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. He is currently reading for a PhD in Financial Planning.


Julie Beresford – Client Relationship Manager

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Julie joined us in 2017, bringing with her over 21 years’ of experience within Financial Services. Julie is an extremely experienced Financial Services Administrator, with experience working within a number of Wealth Management firms.

Julie has a number of industry qualifications including Level 4 Financial Adviser Diploma, FPC 1 & 2, CF1 - Regulations and Ethics, CF2 Investment and Risk, CF3 Financial Protection Products and CF4 Retirement Planning.

 


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. 


Richard Allum CFP – Paraplanner

Richard is our senior technical Paraplanner and supports Carl in high level technical analysis and complex planning issues.Richard is a leading advocate for paraplanning in the UK and is a Certified Financial Planner with a lifelong interest in technology and cash-flow forecasting.


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.