Wendy Sloan

Wendy Sloan

Senior Adviser Support

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 timescales.

Wendy was raised in East Lothian and attended Musselburgh Grammar. Wendy gained a wide ranging and comprehensive education which quickly took her into the Financial Service sector. She gained invaluable experience at a major life assurance & pension company and several Independent Financial Adviser companies.

Wendy is a diligent and trusted team player. She has a sound and robust knowledge of all the systems and procedures within our firm and is available to add her experience to all members of administrative staff.

She has a grown up daughter, enjoys socialising with friends and going to Ed Sheeran concerts.

When she gets the chance, Wendy loves holidaying in Lake District and lives in Midlothian.

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