Robin Melley FPFS TEP

Chartered Financial Planner

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Kolbe A™ Index Number is 5376.

Personal Motto: “Every cloud has a silver lining.”

Robin’s Perfect Saturday Afternoon: “Standing up to my armpits in freezing cold water in the middle of the River Varzuga on the Kola Peninsula in Russia, casting a perfect line in anticipation of hooking an Atlantic salmon fresh off the White Sea. However, this generally only occurs once a year!”

Robin qualified as a Chartered Financial Planner in 2008 and was subsequently admitted as a Fellow of the Personal Finance Society (FPFS) in 2011.

He is a Full Member of The Society of Trust and Estate Practitioners (STEP) and one of only four chartered financial planners in the UK to also hold the STEP Diploma in Advising Vulnerable Clients and the STEP Advanced Certificate in Advising Vulnerable Clients, for which he earned a distinction.

He is also a Full Member of the Society of Later Life Advisers (SOLLA) and a fully accredited later life adviser.

He is the founder of the practice and is results orientated with a reputation for creativity, innovative thinking and problem solving; and has the ability to distil complex situations into simple solutions.

Robin has received many prestigious accolades during his career; and is the only Chartered Financial Planner in the UK to have been twice awarded the Chartered Financial Planner of the Year Award by the Personal Finance Society, which he received in 2020 and previously in 2013.

Robin is passionate about helping people, particularly those who find themselves in vulnerable circumstances. It is very personal for him; he just won’t look the other way and carry on walking. He has a unique set of life skills and specialist technical competencies that enable him to step in and help where other professionals are not able to do so. He offers a very safe pair of hands.

In his free time, he pursues his passion for fly-fishing. He also enjoys cooking for friends and family (in fact, anyone who enjoys good food!), reading, shooting, and travelling.