Melinda Paris

Melinda Paris

Quartz Financial Planning Ltd

Melinda's reviews

Reviewed for

Insurance and Protection ( 42 )

Mortgages ( 70 )

Pensions ( 11 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 6 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 7 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 5 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 7 )

Up to £50k ( 30 )

Review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I went freelance in 2023, and no longer had an employer contributing pensions - so sought a private pension product and general advice.

How has Melinda Paris helped you?

Melinda has been a brilliantly approachable sounding board, providing practical advice according to my family's financial situation. She's gone over and above with advice and support.

Have you seen the outcome you were hoping for?

I have a pensions product which suits my needs as they are now, and I am on confident should things change that Melinda will help me navigate new options.

What could they have done better?

Nothing to my knowledge.

Melinda:

Thank you Rob, look forward to our next meeting
Review

by a verified client in Warwickshire

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I primarily contacted Melinda to act as a mortgage broker but I then also sought Melinda's advice and assistance in securing appropriate life insurance and long-term sick leave insurance.

How has Melinda Paris helped you?

Melinda and her colleague Darren were incredibly helpful in securing my partner and I an excellent mortgage rate and appropriate life and long-term sick leave insurance. They were both very prompt with providing responses to any queries, and took their time to really talk us through our options, the implications etc. They were very happy to have teams calls to carefully walk through everything and were always very personable but professional in their demeanour. I would not hesitate to recommend Melinda and will no doubt seek her advice on other matters in the future.

Have you seen the outcome you were hoping for?

Absolutely, we are extremely happy with our mortgage deal and the insurance policies we have subsequently taken out.

Review

by a verified client in Kent

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I received an inheritance and therefore needed professional advice from someone I trusted.

How has Melinda Paris helped you?

Melinda discussed my financial situation with me and answered all my questions clearly, honestly, and precisely in a way that I was able to understand. Melinda explained extremely well what seemed to me to be rather complicated and confusing financial matters and I felt reassured by her calm approach and wide knowledge of all relevant financial matters.

Have you seen the outcome you were hoping for?

Yes, a very positive outcome.

What could they have done better?

Nothing could have been done any better.

Review

by a verified client in Kent

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Mel was a huge help in navigating the complicated world of re-mortgaging and managed to secure us a hugely competitive rate with a lender.

How has Melinda Paris helped you?

Mel managed our re-mortgaging application and process from start to finish.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing!

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Melinda

Melinda was a great source of knowledge regarding our financial issues. Her advice was clear and very informative. I have no hesitation recommending her to anyone with any monetary enquiries.