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Mel Latham DipPFS

Financial Planner

Mel Joined Perspective (South) Ltd in April 2024 as a financial planner.

In 2019 he completed a degree in Banking & Finance, following this, he joined a financial planning firm where he completed his level four Diploma in Financial Planning. He is now working towards becoming chartered & certified Financial Planner status and hopes to have achieved this by the end of 2024.

Mel provides comprehensive & holistic financial planning services to his clients. He provides advice including cashflow modelling, investment planning, pension planning, Inheritance Tax Planning, and more. Mel is also qualified to provide long term care advice. He collaborates with individuals and relatives to build a strategy to support their long-term care needs.

Mel is a fond believer in ‘life is for living’ and looks forward to discussing what this looks like to his clients and working with them to help them achieve their financial goals.

Outside of work, Mel loves traveling within the UK and camping with his fiancée and their German Shepherd. Mel is also a ‘fair weather’ golfer and enjoys attending live sporting events such as the boxing and darts.

Based

Milton Keynes Office

16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

Telephone: 01908 257888

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk