Alex Bruce – 5 Stars

Nice & simple to understand Alex always gives me good advice and doesn’t push me to follow what he says! Friendly & approachable. Prompt feedback My review was detailed and discussed with any questions I had explained to my satisfaction. I’m confident with your service and the meetings are never rushed through so feel at […]

Zsoka Dudik & Zsolt Safian

I wanted to take this opportunity to thank you for the excellent service done by one of your staff members, namely Mrs Beata Figueira. From start to finish, Beata assisted in a clear, friendly and professional manner, by helping us and being available through the whole process. Her knowledge and professionalism can only be delineated […]

Melbury Wood

Great to have Jack Ferguson – Financial Planner for Business Owners – in the office for lunch this week to share our new employee benefits and some essential knowledge so our team can financially set themselves up for success. He ran through an informative but easy to understand presentation, and then gave each team member a […]

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 […]

Jackie Donald

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 […]

Steve Currie & Richard Murray – Murray & Currie Property

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 […]

David Watt

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 […]

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