Our Qualifications

February 2016 Carl Melvin is elected a Chartered Wealth Manager by the Chartered Institute for Securities and Investment

December 2015 Carl Melvin is elected a Fellow of the Chartered Institute for Securities and Investment – Chartered FCSI

September 2014 Carl Melvin is accepted by Glasgow Caledonian University Business School to study for a PhD in Financial Planning

June 2014 Carl Melvin successfully completes the Society of Trust & Estate Practitioners (STEP) exam in Financial Services

February 2014 – Carl Melvin graduates with an MSc with Merit Masters degree in Financial Planning from Manchester Metropolitan University

June 2013 Carl Melvin successfully completes a Post Graduate Certificate in Life & Retirement Planning from Kingston University, London

Jan 2013 Carl Melvin is elected a Fellow of the Personal Finance Society

Jan 2013 Carl Melvin successfully completes the R05 exam – Financial Protection Planning

August 2011 Carl Melvin successfully completes the CII CF8 exam – Long Term Care Planning

Nov 2010 – Carl Melvin is nominated in the Edinburgh Napier University “Alumnus of the Year awards 2010″

July 2009 Carl Melvin graduates with a 1st class honours degree in Financial Planning from Edinburgh Napier University

Jul 2008 Carl Melvin successfully completes an ordinary degree in financial services from Napier University

Jan 2007 Carl Melvin accredited as Divorce Financial Planner with Resolution UK

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

Jan 2005 Carl Melvin becomes an Associate of the Personal Finance Society

Oct 2003 Carl Melvin is elected an Associate of the Society of Financial Advisers

Oct 2003 Carl Melvin is elected a Fellow of the Life Insurance Association by Diploma

Jul 2003 Carl Melvin passes PMI certificate in Trustee Pensions Knowledge

Apr 2003 Carl Melvin is awarded the Certified Financial Planner licence

May 2002 Carl Melvin passes the IAB Diploma in Small Business Financial Management

Oct 2001 Carl Melvin passes CIBS certificate in Mortgage advice practice

May 1997 Carl Melvin passes Chartered Institute of Bankers Professional Investment Cert

June 1996 Carl Melvin is elected an Associate of the Institute of Financial Planning

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)

Jul 1992 Carl Melvin passes CII Financial Planning Certificate

Mar 1989 Carl Melvin elected an Associate of the Corporation of Insurance Financial Advisers