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Melville Independent are committed to the provision of high-quality financial advice. We continually strive for the highest standards of competence and integrity – ultimately ensuring our clients long term financial security.
Our personal wealth planning offers a diverse range of services to make sure the financial future of you and your family is secure. From mortgage advice to pension and estate planning, Melville offers a diligent and trustworthy service to help you manage your wealth and plan for the future.
When running a business, making the correct financial moves today can save a lot of money in the long run. Melville helps businesses to manage their workplace pensions, employee benefits, business insurances, partnership protection and succession planning. There is a lot to consider when it comes to your workplace financial planning, Melville can help guide you.
At Melville Independent we know that wealth management means different things to different people. By gaining a deeper understanding of your individual needs we are able to offer a comprehensive and personal approach to managing your wealth.
The first stage of Melville Investment Solutions is to establish your individual attitude to risk (ATR). We utilise a bespoke solution created by a market leading assessment firm using their online system that helps to uncover your ATR using an easy-to-use question-and-answer based assessment.
The results of the risk analysis will highlight the types of investments that match your profile. At this stage you can select from our range of Portfolio Manager Funds:
Cautious
Moderately Cautious
Moderate
Moderately Adventurous
Adventurous
Each of these is managed by Multi-Manager Investment Teams, who have a wealth of experience running multi-manager funds. As you would expect from a leading Independent Financial Adviser, these managers have been sourced from the very best available in the marketplace.
If required, the agreed investment can then be placed into a range of different tax wrappers including an Individual Saving Account (ISA) or Self Invested Personal Pension (SIPP). You can also opt to invest directly or via a life investment bond.
It doesn’t stop there. Melville Investment Solutions also provides you with a range of useful tools to monitor and track your investment. We’ll also make available regular reports to ensure you are kept up-to-date on your investment’s progress.
Providing an excellent benefits package can give you an edge in the recruitment process, help retain employees, increase productivity and motivation and save time and money on recruitment, training and National Insurance. Benefits can also have the equivalent impact of a salary rise with a lower cost to you as an employer.
I have complete trust in Melville Independent
“Melville Independent gives me confidence that my finances are being as well managed as possible and Matthew Irvine always has time to listen and to advise. I’ve been a client since 2011 and have never felt anything less than fully supported.”
“It was a pleasure to have to deal with Matthew and Aimee, they both did an excellent job for me to access my pension fund very much appreciated.” – David Cushnie
“I often recommend Ali M to other Landlords because he gives excellent advice on several products and never pushes me into making a decision” – Gail Scott
“Very professional , quick and adequate service.” – Agnieszka Rozik-Szyszka
“Another positive yearly review meeting with Alistair, had all the information that I needed to know about my personal finances & mortgage.” – Brian McDonald
Nice & simple to understand
Alex always gives me good advice and doesn’t push me to follow what he says! Friendly & approachable.
Excellent
“This was the first time we had spoken to this advisor and he was excellent. He made everything clear and gave good advice. He is also taking the time to look more comprehensively at our pension situation.” – Janice Watt
Via Working Feedback
“Overall my experience of Melville Independent is that the team are very personable and engaging. All meetings and follow ups are acted on promptly.”
“Annual pension review was thorough and informative. Covered all aspects I expected and some I hadn’t considered, so very useful all round.”
Retirement Planning
“Kris Banks and team have been a great help in planning a strategy for retirement. Extremely knowledgeable and supportive. And make the advice easy to understand. Would recommend Melville (and Kris) very happily.”
Always a pleasure
“I always look forward to meeting with Barry to catch up on my investment performance. I appreciate his advice and reassurance that my money is in the right place to meet my long term needs.” – Neil Munro
“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 us on a regular basis. Barry’s advice has helped us to invest and manage our finances to suit our immediate and long-term requirements.”
Melville Independent Plc is an Appointed Representative of JKFS (UK) Ltd which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 550326
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk
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