Melville Investment Solutions

The core of our Investment Solutions is a range of risk profiled unfettered multi-manager funds. 

We will establish your attitude to risk, creating an investment solution to ensure your needs are met, placing the investment in a suitable tax wrapper and providing the ability to monitor and manage your investment in the future. 

It's a modern and efficient way of managing your investments and helps you to focus on what is really important to you in life. We believe it's one of the UK's most comprehensive investment service.

The four key stages to Melville Investment Solutions are outlined below.

Investment Solutions Overview

Melville Independent plc utilises independent technology that allows us to create bespoke solutions for you in one place. Below is an overview of each of the stages of Investment Solutions. 

Risk assessment

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.

Investment solution

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.

Tax wrappers

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.

Ongoing managing and reporting

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.