Financial Planner (Non-investment)
Hi, I’m Melanie, an experienced Financial Services Professional with over 20 years in Training, Sales and Management roles, I live in Berkshire and have always lived and worked in the Thames Valley Area. I offer a relaxed, friendly and trustworthy service. My clients are busy people and I save you time and help you financially during what can be expensive life events such as buying or making improvements to a home, extending the family, dealing with the loss of a loved one or coping with ill health personally or within the family home. The key to all of this is having a good Adviser who will help you to plan for the future giving you peace of mind at the same time, before certain events happen.
Life can have its challenges and we are faced every day with financial decisions to make, I have experienced life as a single mum juggling a full time and demanding career. I know what it’s like to be solely responsible for a household financially. I also know how great it feels to take control of those finances. I listen to my clients and what you want to achieve and offer advice that is easy to understand, suitable for your needs and I can come to your home or meet somewhere you feel comfortable.
I have a wealth of experience in Banking, Insurance and Mortgages and I am also able to write Wills, helping individuals and families with estate planning.
I joined Evolution for Women as I was pleased to see Rebecca and Sarah were taking positive steps to promote the need for more Women Financial Advisers in the Financial Services sector and it appealed to me to become a part of this exciting team.
If you are interested in speaking with me about your particular circumstances then please get in touch, I would love to hear from you.
Telephone: 0118 466 8712