Melissa C.

Melissa C. has a diverse work experience spanning over a decade. Melissa started their career as an Administrative Officer at HM Revenue & Customs in 2005, where they worked until 2011. Melissa then worked at Age Partnership as part of the At Retirement Solutions team from 2012 to 2013. In 2013, they moved to My Pension Expert as an Annuity Sales/Trainee Manager. Melissa joined Sensible Home Finance as a Protection Advisor for a short period from August to October 2014 before moving to Victoria Court Wealth Management as a Paraplanner/Wealth Management Consultant from October 2014 to February 2017. Currently, Melissa works at Advanta Wealth Ltd as the Head of Specialist Advice since February 2017.

Melissa C. completed their education at various institutions and obtained multiple certifications throughout their career. From 2012 to 2020, they attended the Chartered Insurance Institute and earned a Diploma in Regulated Financial Planning. During the same period, they also obtained additional certifications such as AF8 - Retirement income planning (achieved in March 2019) and AF5 - Financial Planning Process (achieved in October 2017). In 2014 to 2015, Melissa attended The London Institute of Banking & Finance and earned a DipFA degree in Financial Planning and Services. In 2015 to 2016, they completed a program at St James's Place Next Generation Academy, although the degree name and field of study are unspecified. Melissa's high school education took place at Chryston High School from 1999 to 2004. Additionally, they hold certifications in various areas such as investment operations, life & pensions, and mortgage practice, although the specific details and attainment dates are unknown.