Financial Planning Consultant in Pewsey
I’m Melanie, a qualified financial planning consultant with a passion for helping people achieve their goals. Everyone wants to make the most of their money, but not everyone has the time, inclination or knowledge to ‘go it alone’… and neither should you! At whatever stage of your financial journey, I would welcome the opportunity to work with you to formulate a plan to achieve your goals.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Newbury
Berkshire
United Kingdom
Melanie is located in Newbury and offers expert financial advice to suit your needs.
A busy career in recruitment followed by motherhood and running a start-up. These are some of the reasons I let financial planning take a back seat. That is, until life threw some unexpected curveballs my way and it could no longer be ignored! Throughout life, our aims and priorities are constantly shifting. A financial plan should accommodate these changes and allow for the unexpected. Working with a financial planner should leave you feeling empowered and give you peace of mind. Whether it’s growing your wealth, planning for retirement, making the most of personal tax allowances, or just reviewing where you are “at”. I’d love to help!.
Newbury-based for 30 years, my hobbies include golf (I am huge sports fan generally, but mostly of the armchair variety), gardening/houseplants, and my two French bulldogs who are an endless source of companionship and amusement in equal measure!
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
