Dorina Dunn
Dorina has joined us as the newest member of the Corporate Solutions Team, taking on the role of administrator, supporting our Corporate adviser and paraplanner. Born and raised in Hungary, Dorina studied International Relations at university before going on to work in HR administration, gaining valuable experience in financial administration and client services. Dorina moved […]
James Hassall-Marlow
James is the newest member of the Melville team joining us as a Trainee Adviser. In this role he will work alongside the support team while completing his professional training to become a fully qualified adviser. With an existing background in financial services, James brings a wealth of experience from his previous career in management […]
Emma De Costa
Emma joined us at the end of 2023 and has quickly become a valued member of the Paraplanning and wider support team at Melville. Originally from East Lothian, Emma moved to Edinburgh to study Law and Sociology at The University of Edinburgh. With this background she moved into the financial industry, gaining valuable experience in […]
Joanna McPhillips
Joanna is the first point of contact for the company in her role as Client Engagement and Operations Support, and is always on hand to assist our clients. Since joining in September 2023, Joanna has worked closely with the support team, taking on operational responsibilities and overseeing the day-to-day running of the office. Graduating from […]
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 […]
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 […]
