0117 295 0022
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2020
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Melanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Melanie's status
Last checked: 27 April 2025
Melanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Melanie's status
11
Recent Client Reviews
Melanie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Melanie has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Melanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Melanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Melanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Melanie has provided information on their typical fees
Melanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Melanie (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Melanie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Melanie (based on 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Melanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Melanie's status
Last checked: 27 April 2025
Melanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Melanie's status
11
Recent Client Reviews
Melanie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Melanie has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Melanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Melanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Melanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Melanie has provided information on their typical fees
Melanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Melanie (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Melanie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Melanie (based on 5 first impressions)
You have life goals - I am here to help you achieve them. I’m an independent financial planner based in the South West and a member of the Hartsfield Financial Planning team. My purpose is to improve your financial wellbeing by building an achievable financial plan to help you reach your goals. That could mean investment advice, retirement planning, help with pensions, inheritance tax planning or finding the best form of insurance to ensure your family finances are protected should life take an unexpected turn. I offer a fresh perspective on traditional financial advice. I love getting to know new clients and always provide a down-to-earth and relatable service. I will put financial products and technical expertise in the context of you as an individual, put you in control of your finances and give you the freedom to pursue what matters most to you. Whether you are a business owner, a professional, planning for retirement or already at retirement - I would love to hear from you.
Offers available through VouchedFor
Contact Melanie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Melanie's clients
Based on responses provided by clients who have reviewed this adviser
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