I have complete trust in Melville Independent

“Melville Independent gives me confidence that my finances are being as well managed as possible and Matthew Irvine always has time to listen and to advise. I’ve been a client since 2011 and have never felt anything less than fully supported.”

“It was a pleasure to have to deal with Matthew and Aimee, they both did an excellent job for me to access my pension fund very much appreciated.” – David Cushnie

“I often recommend Ali M to other Landlords because he gives excellent advice on several products and never pushes me into making a decision” – Gail Scott

“Very professional , quick and adequate service.” – Agnieszka Rozik-Szyszka

“Another positive yearly review meeting with Alistair, had all the information that I needed to know about my personal finances & mortgage.” – Brian McDonald

Nice & simple to understand
Alex always gives me good advice and doesn’t push me to follow what he says! Friendly & approachable.

Excellent
“This was the first time we had spoken to this advisor and he was excellent. He made everything clear and gave good advice. He is also taking the time to look more comprehensively at our pension situation.” – Janice Watt

Via Working Feedback

“Overall my experience of Melville Independent is that the team are very personable and engaging. All meetings and follow ups are acted on promptly.”

“Annual pension review was thorough and informative. Covered all aspects I expected and some I hadn’t considered, so very useful all round.”

Retirement Planning

“Kris Banks and team have been a great help in planning a strategy for retirement. Extremely knowledgeable and supportive. And make the advice easy to understand. Would recommend Melville (and Kris) very happily.”

Always a pleasure

“I always look forward to meeting with Barry to catch up on my investment performance. I appreciate his advice and reassurance that my money is in the right place to meet my long term needs.” – Neil Munro

“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.”

Trusted Adviser

“Have used MI for some years and they’ve helped me achieve my financial objectives, including and principally a secure and relatively early retirement.”

First Rate Customer Service

“Our Financial Adviser is always very knowledgeable about investment trends and market moves and is able to answer the many and varied questions that we ask at our bi-annual review meetings. He is always immaculately dressed comes well prepared with the right paperwork for us to go through and is happy to offer advice on where we should make changes if required to our current strategy.” – Alistair Ness

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

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