About Melville Independent Plc.

Melville Independent Plc 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.





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, March 31st 2024

New clients helped over the last 12 months
Mortgages offered
this year
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

Mortgage Insights this Spring | Financial Advice

Find Out More

Spring Statement 2024 – Key Takeaways

Find Out More

Financial Planning for New Parents

Find Out More

Tax Year-End Allowances and Reliefs

Find Out More

Invest in Commercial Property to Maximise Your Pension

Find Out More

Autumn Statement 2023 – Key Points

Find Out More

What Our Customer Say

Nice & simple to understand
Alex always gives me good advice and doesn’t push me to follow what he says! Friendly & approachable.
Prompt feedback
My review was detailed and discussed with any questions I had explained to my satisfaction. I’m confident with your service and the meetings are never rushed through so feel at ease. It is convenient having them in my home without the stress of travelling to Edinburgh. Presently I can’t think of anything I would change. My advisor addresses my concerns and follows up reporting back the following day anything there is to confirm.
Via Working Feedback
Alex Bruce – 5 Stars

I wanted to take this opportunity to thank you for the excellent service done by one of your staff members, namely Mrs Beata Figueira. From start to finish, Beata assisted in a clear, friendly and professional manner, by helping us and being available through the whole process. Her knowledge and professionalism can only be delineated in superlatives. Indubitably, I would recommend her to anybody.

Zsoka Dudik & Zsolt Safian

Great to have Jack Ferguson – Financial Planner for Business Owners – in the office for lunch this week to share our new employee benefits and some essential knowledge so our team can financially set themselves up for success.

He ran through an informative but easy to understand presentation, and then gave each team member a 1-to-1 session where they could discuss their personal situation without judgement.

We know how complex and overwhelming financial planning can be, and its important that our employees have the tools to understand the best ways to create and meet their financial goals. Thanks again Jack!

Via Linkedin

Melbury Wood

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

Mortgage Payment Calculator