Meet the FVT Board

Robin Melley - Chair

Managing Director of Matrix Capital, Chartered Financial Planners.

Robin was named PFS Chartered Financial Planner of the Year in 2013 and 2020, his qualifications include Trust and Estate Practitioner and Full Member of The Society of Trust and Estate Practitioners (STEP).

Matrix won Small advice firm of the year in the Money Marketing Awards 2022 and Financial Advisor Team of the Year in the STEP Private Client Awards 2020.

Jacqueline Berry

Founding Director of independent care navigator firm My Care Consultant.

Emma Boardwell

Emma Boardwell is the founder of Emotional Finance and a UKCP-qualified psychotherapist and DipFA financial coach. She combines insight into the financial advice profession with a deep understanding of relationships and the lived experience of clients, championing an approach where vulnerability is met with openness, sensitivity, and relational intelligence.

Professor Keith Brown

Founding Director of the National Centre for Post-Qualifying Social Work and Professional Practice (NCPQSW) and Chair of the NHS England Safeguarding Adults National Network

Jade Gani

Jade is a founder and CEO of Circe Law. She shows a real passion for supporting older and vulnerable clients within the community and is heavily involved with various local charities and initiatives.

She is a fully accredited member of the Society of Trust and Estate Practitioners (“STEP), a fully accredited member and Director for the Association of Lifetime Lawyers (“ALL”), and a member of the Law Society’s Wills & Equity Committee.

Jade was named as both the "Wills & Probate Lawyers of the Year" and all-round "Private Client Lawyers of the Year" awards at the Modern Law Private Client Awards 2024.

Richard Johnson

Richard is Director of RJ Advocacy, an advocacy firm making quality care a reality for clients and their families.

Tony Miles

Director of financial services consultancy firm Miles Associates Ltd and Technical Director of independent care navigator My Care Consultant.

David Mulholland

David joined Brooks Macdonald in 2017, supporting intermediary relationships throughout the UK. He is also responsible for promoting the theme of vulnerability within investment management and is a key member of the Brooks Macdonald Vulnerable Client Working Group.

Prior to joining the group, David worked as an Investment Consultant, and at Aviva UK Life and Pensions as a Sales Consultant. He has over 25 years’ experience working in the financial services industry.

Keith Richards

Chief Executive Officer, Consumer Duty Alliance

A recognised leader within the financial services sector, with over 35 years’ experience operating at executive level across manufacturing, distribution, financial planning and regulation. He previously led the successful evolution of the largest professional membership body for personal finance in the UK and internationally, the Personal Finance Society (PFS).