Wealth Manager
Melissa joined IQ as a Wealth Manager in October 2020 and has been awarded Chartered Financial Planner status.
Before joining IQ, Melissa spent seven years at Seven Investment Management working on the discretionary team. She provided excellent service to advisers and their high-net-worth clients, initially as an assistant relationship manager until qualifying as a discretionary relationship manager.
Prior to this, Melissa started her career in the financial services industry in a client-facing role for a spread betting company where she helped translate the company website, having studied French and Spanish at the University of Manchester.
Outside of work, Melissa loves music (from Glastonbury to Glyndebourne) and has a newfound appreciation for ecotourism having been fortunate enough to see the gorillas in Uganda last year!
Accreditations
CII Chartered Financial Planner
Investment Quorum
Unique, Boutique Wealth Management
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