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 […]
I have been advised by Janine with my finances and pensions for many years Janine is very professional enthusiastic knowledgeable in her work. I can definitely recommend Janine to manage anyone’s portfolio as my finances would not be what they are today without her sound and professional advice. Janine is very approachable friendly and listens […]
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 […]
Very professional approach but kept it straightforward. I have had a really successful series of interactions with Derek which were always professional, personable and delivered in a way which allowed a clear understanding of what was being discussed, the options available and made decision making much easier than I had anticipated. His knowledge made me […]
What were the circumstances that caused you to initially look for an adviser? Divorce and future financial planning required substantial financial restructuring and planning. How has Matthew Yuill Irvine helped you? Concise and focussed advice based on my stated objectives and priorities. Have you seen the outcome you were hoping for? Excellent outcome exactly matching […]
Matthew has been in regular contact as he reviews our position and ensures we are in the best possible position as our plans develop.
What were the circumstances that caused you to initially look for an adviser? Was starting to think about retirement and wanted to make sure my savings were being invested in the best possible way to meet my needs. How has Matthew Yuill Irvine helped you? Matthew listened carefully to my financial needs, after discussions with […]
Everything that I have requested or required has been managed and handled by either Matt or by one of his colleagues. I have been so impressed with the service that I have recommended other people for support either mortgages, pensions, investment.