Wealth Manager
Melissa joined IQ as a Wealth Manager in October 2020 and has recently 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!
.png&w=640&q=80)
Unique, Boutique Wealth Management
.svg)
Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority.
© 2023 Investment Quorum Ltd
Work With Us
Company