About Melville

Melville Independent have been assisting clients with wealth management advice for more than 10 years from our home in the heart of Edinburgh.

We specialise in offering tailored support to match your individual circumstances and objectives. Whether you’re seeking advice on pensions, savings, retirement planning or mortgages, our experts will help guide you and give you the best advice

Looking For Advice

Our clients trust us to manage their money and help them achieve their financial goals. Contact us today and we can help you too.

Confidence in your Financial Future.

We have the knowledge and the passion to support and help you secure your financial future.

Co-operative

Dependable

Confidence

Simplicity

How We Can Help?

Our experts offer a dependable wealth management service. You can count on us to create, execute and evolve strategies so your wealth is best placed to do what you want it to do.

Key Figures

Last Updated February 19th 2023

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New clients helped over the last 12 months
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Mortgages offered
this year
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Years of experience within the team

Our Latest Financial Advice

You can find all of our latest financial advice and news here. If you have any questions about any of our articles, don’t hesitate to get in touch.

Latest News

Autumn Statement 2023 – Key Points

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Mortgage Insights this Autumn | Financial Advice

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Returning Expats | Financial Advice

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Five Ways to Protect Your Wealth: A Guide to Inheritance Tax

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Fees: What You Need To Know

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5 Reasons to Consider Income Protection

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What Our Customer Say

Barry has been our financial advisor for almost twenty years. Barry is extremely personable, always professional, providing information with clarity ensuring the client’s full understanding of products. Barry keeps in contact on a regular basis both by email and in person ensuring the client is up to date with investments. Our portfolio is discussed with us on a regular basis. Barry’s advice has helped us to invest and manage our finances to suit our immediate and long-term requirements. From buying property, finding the best bridging facility to setting up a Trust Fund for our grandchildren.

We have and would recommend Barry to our friends and family for advice on all financial matters.

I have been advised by Janine with my finances and pensions for many years Janine is very professional enthusiastic knowledgeable in her work. I can definitely recommend Janine to manage anyone’s portfolio as my finances would not be what they are today without her sound and professional advice.

Janine is very approachable friendly and listens to what you want for your finances. I believe I have been given very sound advice and she is 100% for the client and genuinely motivated to give you the very best advice for the outcome off your investments and pension. I have no hesitation in recommending Janine to anyone.

Jackie Donald

We have found Melville Independent to be very proactive and detailed in assisting us with ensuring all pensions and policies are the right fit for our business and our personal situations. While communication via email is always slick the unique selling point for us is the ability to meet face to face on a regular basis so we can ask questions and secure answers that gave us peace of mind. Kris & Matt lead from the front and we feel very satisfied our best interests, the best interests of the business and the best interests of our valued team are in very good hands

Steve Currie & Richard Murray – Murray & Currie Property

Very professional approach but kept it straightforward.

I have had a really successful series of interactions with Derek which were always professional, personable and delivered in a way which allowed a clear understanding of what was being discussed, the options available and made decision making much easier than I had anticipated. His knowledge made me very comfortable that I had all the information required to make an informed choice.

David Watt

What were the circumstances that caused you to initially look for an adviser?

Divorce and future financial planning required substantial financial restructuring and planning.

How has Matthew Yuill Irvine helped you?

Concise and focussed advice based on my stated objectives and priorities.

Have you seen the outcome you were hoping for?

Excellent outcome exactly matching my needs and requirements.

What could they have done better?

No complaints at all

Matthew has been in regular contact as he reviews our position and ensures we are in the best possible position as our plans develop.

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