Melanie Chapman

Financial Administrator

Melanie has over 7 years of experience in the financial planning industry, specializing in pension, investment, and mortgage administration.

Melanie plays a pivotal role in the day-to-day operations, working closely with both providers and clients. Melanie also provides valuable support to the paraplanners and advisers by assisting them with the technical processes that help make the client journey as seamless and enjoyable as possible.

Melanie’s enthusiasm for her career is evident, and she is eager to continue expanding her knowledge and advancing within her role. Her dynamic nature and diverse experiences make her a valuable asset to our team.

Outside of work

Outside of work, Melanie enjoys spending quality time with her husband, stepson, and their collection of animals, which includes dogs, birds, and tortoises.

Melanie is a culinary enthusiast who loves cooking and baking, likely creating delicious treats for her family as she has done for us in the office.

Melanie also has a passion for photography and home décor, with most of her free time dedicated to upcycling projects within her home.

Get in touch

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