Melvin Czapalski DipPFS

Financial Planner and Director

What experience do you have?

I have worked as an adviser in financial services since 1982 and therefore have a considerable experience dealing with a wide range of financial planning matters. 

What do the letters mean?

DipPFS - A member of the Chartered Insurance Institute/Personal Finance Society and holding their Diploma level qualification.

What Qualifications do you hold?

Diploma in Financial Planning

Certificate in Financial Planning

J01 Diploma in Personal Taxation

J04 Diploma in Pension Funding

J05 Diploma in Pension Income Options

J08 Diploma in Financial Planning Practice

Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate  Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.


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