Catherine Mellor

Catherine’s extensive financial services experience includes management and oversight of adviser propositions, compliance, project and operations teams. At Sense, Catherine’s primary area of focus is managing Sense’s Development Programme - a variety of events, webinars and online content provided to help advisers and business owners refresh and develop their professional knowledge, skills and competencies. Catherine also sits on Sense’s Investment Committee and helps advice firms design, review and articulate their investment propositions.

Blog Post by Catherine Mellor

Jan 26, 2021 9:31:32 AM

Brett Davidson Pricing Strategy Webinar

We are often asked for guidance on how to best structure ongoing advice services and ...

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Oct 9, 2019 2:19:29 PM

5 things advisers commonly get right with investment propositions... and 5 things to avoid

Your investment proposition. It’s one of the lynchpin documents of your firm, summarising ...

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Sep 30, 2019 8:07:26 PM

9 Key tips for writing your investment and retirement proposition

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