Financial Planning

Investment Planning

Grow Your Wealth

Investing your money can be a daunting prospect, but Melville is here to help. Using independent technology, we create a bespoke investment strategy, tailored to your needs and attitude towards risk.  Our modern and efficient approach to managing your investments allows you to focus on what is really important. There are four key stages to our Investment Planning. 

The first stage of Melville Investment Solutions is to establish your individual attitude to risk (ATR). We utilise a bespoke solution created by a market leading assessment firm using their online system that helps to uncover your ATR using an easy-to-use question-and-answer based assessment.


The results of the risk analysis will highlight the types of investments that match your profile. At this stage you can select from our range of Portfolio Manager Funds:

  • Cautious 

  • Moderately Cautious 

  • Moderate

  • Moderately Adventurous 

  • Adventurous

Each of these is managed by Multi-Manager Investment Teams, who have a wealth of experience running multi-manager funds. As you would expect from a leading Independent Financial Adviser, these managers have been sourced from the very best available in the marketplace.

If required, the agreed investment can then be placed into a range of different tax wrappers including an Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP). You can also opt to invest directly or via a life investment bond.


It doesn’t stop there. Melville Investment Solutions also provides you with a range of useful tools to monitor and track your investment. We’ll also make available regular reports to ensure you are kept up-to-date on your investment’s progress.


Why use Melville Independent
for Investment Planning?

We will establish your attitude to risk, creating an investment solution to ensure your needs are met, placing the investment in a suitable tax wrapper and providing the ability to monitor and manage your investment in the future. 

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How to Invest with
Melville Independent

Investing with Melville is simple. We understand that financial planning and investing can be complicated, but we’re here to make the process as straightforward as possible. To get started all you need to do is fill in our enquiry form and book a consultation with one of our financial planners.

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