Mr Robin Melley
TEP FPFS

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Little Hudwick
Monkhopton
Shropshire
WV16 6TG
United Kingdom

Email: robin@matrixcapital.co.uk
Telephone: +44 1746 712900
Website: www.matrixcapital.co.uk
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Family business, Insurance, Investment, Trust planning/administration
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Profession:
Financial Planner
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning, STEP Diploma in Advising Vulnerable Clients
Firm:
Matrix Capital Limited
Branch/Chapter:
STEP Birmingham
Special Interest Groups:
Mental Capacity
Biography:

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS) providing a holistic approach to helping clients establish a robust lifetime financial plan; and have a special interest in advising clients in vulnerable circumstances.

I hold the STEP Diploma in Advising Vulnerable Clients (E&W) which includes the STEP Advanced Certificate in Advising Vulnerable Clients for which I was awarded a distinction.

My firm is unique in the UK in that we are exclusively appointed by National Savings & Investments (NS&I) to provide professional advice and ongoing service to the £1m Premium Bonds Jackpot Winners announced each month. This appointment was awarded to us in 2014 and then again in 2018; on both occasions, following a national tender and an extensive process of due diligence. This has provided valuable experience in helping 'sudden wealth' clients who are often vulnerable. Some are highly vulnerable, such as minors and elderly people who have been the recipients of a £1m Jackpot prize.

Lastly, I am very proud of the fact that my firm has been selected as one of the finalists in the STEP Private Client Awards 2020 in the category of 'Financial Advisor Team of the Year.'

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