Mr Robin Melley

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
WV16 6TG
United Kingdom

Email: [email protected]
Telephone: +44 1746 712900
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Family business, Insurance, Investment, Trust planning/administration
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Estate Planner / Financial Planner / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning, STEP Diploma in Advising Vulnerable Clients
Matrix Capital Limited
STEP Birmingham
Special Interest Groups:
Mental Capacity

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) and, having completed the Expert Witness Institute core training, I am available for expert witness instructions in relation to financial planning and regulated investment and pensions advice matters.

My practice 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 I have twice been awarded the Chartered Financial Planner of the Year Award by The Personal Finance Society and 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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