Having worked at some major financial institutions, Melinda Paris launched the business in 2012 driven by the passion to bring value to clients needing advice around their personal finances. Since 2012 she has taken the business from strength to strength helping her clients put retirement plans in place, save for their children's futures, plan for their families to pay less inheritance tax and ensure that should the worst happen, the client and their family are protected financially with the right insurances.

Melinda has been featured in the VouchedFor Top 250 Advisers in the UK in 2016, 2020, 2021, 2022 and 2023 proving her quality of advice and consistent positive reviews from verified clients.