Melony Holman

CATS provides compliance support to IFA firms throughout the UK. The firm was founded by Mel in 2005 and is gradually growing in both clients and staff.

[Melony Holman @ComplianceIFA]

Michelle and me at Money Marketing awards #mybestface #mmawards22

[Melony Holman @ComplianceIFA]

@TheFinanceCoach Frigging awesome 😀

[Melony Holman @ComplianceIFA]

Very chuffed - we’re finalists for 2nd year running in the Professional Adviser Best Support for Advisers (generalist) 😀#professionaladviser

[Melony Holman @ComplianceIFA]

@PhilBillingham That’s great news! Well done you

[Melony Holman @ComplianceIFA]

@ParaAssembly Wow!

[Melony Holman @ComplianceIFA]

@philbray73 Circa 6 - 9 months I would say.

[Melony Holman @ComplianceIFA]

@TheParaplanner Totally agree Richard

[Nucleus Financial @nucleuswrap]

Closing out this week's articles on suitability is Mel Holman @ComplianceIFA, with her take on DB transfers, triage and the common areas that are missed on DB transfer files https://t.co/2nUgsukJPg

[Melony Holman @ComplianceIFA]

@PhilBillingham Thanks Phil

[Melony Holman @ComplianceIFA]

It was a good session. I learnt a lot and was also reassured in many areas.

[Melony Holman @ComplianceIFA]

Looking forward to it - we’ve got loads of questions!

[Morningstar Wealth EMEA @MStarWealthEMEA]

Morningstar Adviser Forum comes to Newmarket on the 27th Sept. Mel Holman, Director at CATs will also be joining us to share her views on the recent guidance and policy statement published by the FCA. View the full agenda and register now. https://t.co/4K9Hh5UL5J

[Nucleus Financial @nucleuswrap]

What financial advisers need to know about changes to FSCS funding. Mel Holman @ComplianceIFA takes a look.
https://t.co/h3MsYiY4VN

[Melony Holman @ComplianceIFA]

@fryer_nathan We believe that fund switches are a personal recommendation and therefore there needs to be a comparison of fund charges as well as any potential tax implications if relevant.

[Melony Holman @ComplianceIFA]

@fryer_nathan @pengirlcarol @DavidPenney10 @fionasharp Thanks Nathan. That’s lovely!

[Alistair McQueen @HelloMcQueen]

100 days until we see the first increase in minimum auto-enrolment contributions on 6 April, from 2% to 5% of earnings.
100 days to convince people that 5% is still too little for most.

Don't opt out!

[Melony Holman @ComplianceIFA]

@ChrisDaems @Cervellofp Lol - made me chuckle!

[Melony Holman @ComplianceIFA]

Final presentation of the day by Paul Clark from Russelldene.

[Melony Holman @ComplianceIFA]

Presentation from Andy Booth at Naglotech.

[Melony Holman @ComplianceIFA]

Presentation by Bambos from Standard Life.