You're Vulnerable If You Don't deal with Vulnerability

Wednesday, 10 June 2020
12:30 pm – 2:00 pm
    • Robin Melley FPFS ACSI , Chartered Financial Planner , MATRIX CAPITAL LIMITED

The learning points for the talk are

  • Defining vulnerability
  • Identifying vulnerability
  • The FCA’s expectations of advice firms
  • Recognising potential financial abuse
  • Good practice
  • Practical steps in creating a vulnerable client policy for your business

Following a successful career in social housing, and studying to become a chartered surveyor, Robin changed professions and moved into the financial planning profession in 1991. He founded Matrix Capital Limited as a directly regulated firm in 2005, which is focussed on providing a holistic financial planning service to clients from all walks of life.

He is results orientated with a reputation for creativity, innovative thinking and problem solving; and has the ability to distil complex situations into simple solutions. Robin is one of only four chartered financial planners in the UK to also hold the STEP Advanced Certificate in Advising Vulnerable Clients; and the only one to have achieved a distinction.