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Yvonne Mellor

Paraplanner

See qualifications See accreditations

Qualifications

CII Level 6 Pension Transfers

CII Level 4 Diploma in Regulated Financial Planning

LIBF Advanced Certificate in Mortgage Advice and Practice

LIBF Certificate in Regulated Customer Care

LIBF Certificate in Regulated Insurance

Accreditations
European Financial Adviser (EFPA)

EFPA is the leading professional standards setting body for financial advisors and planners in Europe.

Professionally

Qualified at the CII Diploma Level 4 in Financial Planning, Yvonne has also attained the Advanced Diploma, Level 6 Pension Transfer qualification which provides the specialist knowledge and skills required when dealing with the transfer of safeguarded benefits.