During business hours
With more than 25 years’ experience in the financial sector, Mel has supported providers and IFAs throughout her career. As a client services associate at Apogee Wealth, she plays a key role in keeping day-to-day administration running smoothly for our financial advisers and clients.
Mel’s role includes liaising closely with financial advisers, processing new business, arranging valuations and review letters, and helping with rebalancing and fund switches. She also works behind the scenes to progress cases efficiently by liaising with providers and keeping everything moving in the right direction.
Out of office hours
Away from work, Mel is married and has two children. With both of her children in football teams, she often spends weekends on the sidelines as a proud football mum.
In her spare time, she enjoys socialising, reading, catching up on the latest Netflix series, and going for walks with her dog.
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Apogee Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (503713). Registered in England and Wales at No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. Company Registration Number: 06925283.
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