Company Profile

CATS (Compliance and Training Services Limited) was established by Melony Holman in February 2005 with the aim of providing a bespoke professional compliance support service to financial advisers.

Melony has worked in the financial services sector for the last 13 years, 9 of which have been within the field of compliance.  Melony's qualifications include a Business Law degree and Dip PFS which includes G60, H15, G10, & G20. Melony also holds the CeMAP and CERGI qualifications and is currently studying for the SII Investment Compliance diploma and ER1 exam.  Melony has worked in the financial services sector for the last 13 years, 9 of which have been within the field of compliance.

Melony is also a member of the Personal Finance Society, Association of Professional Compliance Consultants & Securties and Investment Institute.  

Iain Mackie has been working in the Financial Services Industry for the last 16 years. He started as an administrator moving on to becoming Office Manager of an IFA Practice and subsequently achieving the status of a Fully Competent Independent Financial Adviser.

Iain moved into the field of compliance approximately 3 years ago by becoming a Control and Risk Analyst for Virgin Money before joining a local IFA Practice as a field based Compliance Consultant. Iain has the full Financial Planning Certificate along with CF6, CF7 & CF9 and is currently studying for J04 & J05 to achieve CII Chartered status in the near future.