Joanna McPhillips
Joanna is the newest addition to Melville Independent plc and joined us in September 2023. Taking on the front of house position as our Client Engagement Support Assistant, she is always on hand to help with any assistance. As our first point of contact for the company, Joanna facilitates client meetings, helps with organising company […]
Rory Anderson
Rory came to Melville Independent Plc in 2022 through our Summer internship during the penultimate year of his university studies. He has now taken the position of adviser support, where he assists a range of clients from both our Wealth Management and Corporate Solutions Divisions. Rory grew up in Singapore and through a football scholarship […]
Catherine Johnstone
Catherine joined Melville Independent in June 23, having previously worked as a Mortgage Development Manager with a Bank for 20 years , she has a BA Degree in consumer studies and Economics and is Cemap qualified. When she is not working she enjoys cooking, walking and visiting European cities.
Willie Ewen
Willie was a founding member of Melville Independent plc. He started in financial services in 1974 from leaving school, and initially joined the Bank of Scotland working through various roles within branch banking before focussing his career on financial services in 1985. Following the closure of the Independent advice channel at the Bank of Scotland […]
Wendy Sloan
Wendy is one of Melville Independent plc’s administrators who has worked at the company since July 2011. She handles all aspects of office administration including processing new advice for the advisers, preparing annual reviews for our Private Client Service customers, and ensuring that all our product providers and suppliers deliver on their service agreements and […]
Luke Russell
Luke is Senior Financial planner at Melville Independent plc, having joined in 2013. He started in financial services in 2001 and qualified to Financial Adviser in 2003. At Scottish Widows from 2001 to 2008, Luke was a Pension and Investment Consultant, working with high quality financial planning firms. In 2008, Luke joined Bank of Scotland […]
Lorraine Marsh
Lorraine Marsh has been a Mortgage Administrator at Melville Independent since January 2023. This involves supporting the Mortgage Advisers to provide the best customer experience, whether you are a first-time buyer or looking to expand your property portfolio. She completes the regulatory ID checks for new clients and collates the details of the chosen mortgage […]
Julie Burgoyne
Julie is one of our longest serving Senior Financial Planners having joined Melville Independent plc at its outset in 2011. With over 36 years financial services experience Julie started with a major Life Assurance company in 1987 where she assisted with the underwriting of life insurance policies which give her a solid understanding in the […]
Josh MacPhee
Josh is currently a Paraplanner at Melville Independent. He has held various roles in his near 5 year period of working here starting as a Corporate Solutions Administrator and working his way up to Paraplanner whilst achieving his Diploma for Financial Advisers throughout this time. Originally from Forres, a town in the Northeast of Scotland, […]
Janine Simpson
Janine has been a senior member of the team since August 2019. She started in financial services in 1990 and gained high quality industry qualifications and is qualified as a pension specialist, as well as a BA honours degree in Financial Services. Janine acquired a wealth of knowledge through working for some of the key […]
