Robin Melley TEP, CFP™

Trust and Estate Practitioner and Certified Financial Planner™, offering safe pair of hands for those who find themselves in vulnerable circumstances.

[Robin Melley TEP, CFP™ @RobinMelley]

Today is the day that the two recipients of the ⁦@nsandi⁩ #PremiumBonds jackpot receive their £1m prizes.

This is a case that demonstrates that uncomplicated planning can achieve amazing outcomes!

@STEPSociety⁩ ⁦@AdvisingFamily⁩ https://t.co/2QgtPWDQNs

[Robin Melley TEP, CFP™ @RobinMelley]

Congratulations to @AcumenFP for their fantastic award at the @CISI #FPAwards24!

[Robin Melley TEP, CFP™ @RobinMelley]

https://t.co/6ZIJ8Lc83w

[Robin Melley TEP, CFP™ @RobinMelley]

I feel both humbled and privileged to have been awarded Fellowship of the London Institute of Banking and Finance.

@StudyLIBF #FinancialPlanning

[Robin Melley TEP, CFP™ @RobinMelley]

Heartwarming to receive a lovely gift of thanks from a client 😊

#FinancialPlanning @Harrods @SOLLAadvice @STEPSociety

[Robin Melley TEP, CFP™ @RobinMelley]

Every Christmas, Mrs M turns our Aga up to max and turns our kitchen into a peanut brittle factory!

#ChristmasGift 😊🎄

[Robin Melley TEP, CFP™ @RobinMelley]

https://t.co/EYXJrVLNKi

[Robin Melley TEP, CFP™ @RobinMelley]

This month’s ⁦@nsandi⁩ #PremiumBonds £1m jackpot winners are in #Essex and #York 😊 https://t.co/xGtPgchoxF

[Consumer Duty @ConsumerDuty]

Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice?

This new webinar looks at the key building blocks of good advice and the practical steps firms have taken.

Learn more and register https://t.co/TrYLjVWeoe

#ConsumerDuty

[Robin Melley TEP, CFP™ @RobinMelley]

There’s something weirdly satisfying about starting a brand new, pristine, tub of @marmite 😂

[Matrix Capital @matrixcapital]

Thrilled to be in the @NewModelAdviser #Top100 again this year!

#FinancialPlanning

[Robin Melley TEP, CFP™ @RobinMelley]

Wise man @BarackObama #Gaza

[James Fitzgerald @JamesFitzJourno]

Yeah, this.

[Matrix Capital @matrixcapital]

You know you’re doing something right when you receive an email like this after an exploratory meeting with the attorneys for a new later life client in a care home:

“We all felt very comfortable and confident after our meeting” 😊

@SOLLAadvice

[Robin Melley TEP, CFP™ @RobinMelley]

My morning walk 😊

⁦@LoveBridgnorth⁩ #Shropshire

[Robin Melley TEP, CFP™ @RobinMelley]

Heartwarming and inspiring 😊

[Fascinating @fasc1nate]

A stockbroker named Nicholas Winton saved the lives of 669 Czechoslovakian children, most of them Jewish, by taking them to England.

He never told his wife what he had done. He refused to take credit until his wife found a scrapbook of the children he had saved and gave it to the BBC. This is what a real hero looks like.

[AdvisingFamilies @AdvisingFamily]

Pensions are far more than a way to save for your retirement.

In this article @RobinMelley from @matrixcapital explains how to use pensions in your financial planning, including different types of pensions.

Read more in the article: https://t.co/XGX4V7cvd1

#Pensions

[Robin Melley TEP, CFP™ @RobinMelley]

@elliotguthrie I think there was PS on @Alan_Vallance’s resignation letter that referenced the wonderful work of the @CIIGroup’s customer service team and the excellent feedback from their JO7 customers 😉

[Robin Melley TEP, CFP™ @RobinMelley]

Booked - looks fascinating 😊

#FinancialPlanning

[NextGen Planners @nextgenplannrs]

Have you got your tickets for the friendliest Financial Planning Conference of 2024? 🥰

🙌 Great people
💡 Great ideas
🥳 Great fun

Early Bird Tix on sale 👉 https://t.co/Dgim1L586w

[Robin Melley TEP, CFP™ @RobinMelley]

@RedCircleFP @pfsconf I think this is the first @pfsconf that I am not attending since launch 20 years ago, but it’s nothing to do with location or timing.

According to @DVMacIntyre, bookings are down by about two thirds compared with the peak. So, I’m obviously not alone.

[Robin Melley TEP, CFP™ @RobinMelley]

A wonderful passage from @chimpmanagement on vulnerability, describes why I feel that the way in which we as a profession need to focus on helping clients in vulnerable circumstances to achieve good outcomes 😊

#FinancialPlanning @SOLLAadvice @CISI

[Robin Melley TEP, CFP™ @RobinMelley]

Interesting to listen to ⁦@timfarmersays⁩ from ⁦@Comentis1⁩ and his perspective on wealth and vulnerability ⁦@Just_Adviser⁩ #JustVC