Melanie Dolphin

Melanie Dolphin

Hartsfield

Minimum savings/pensions: Over £500,000

0117 295 0022
Based in Bristol
View location
Top Rated 2025
Verified since: August, 2020
5 out of 5

55 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 November 2025

    Melanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Melanie's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Melanie has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 August 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.

  • 16

    Qualifications Uploaded

    16 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 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 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.