Our Approach

At Melville Independent plc, we understand that in life circumstances are ever changing. Poor financial planning can leave people vulnerable to change and this is certainly true when it comes to managing and preserving your assets.

There is no known way to completely remove risk, but professional planning will minimise the negative effect of any unforeseen events in your financial future. Melville Independent plc’s highly-qualified wealth managers utilise their wealth of experience within the financial services industry to safeguard your investments.

Good management is the cornerstone of ensuring that, whether you are spending or accumulating wealth, your assets are not eroded for the future.

Your portfolio itself will be created using a combination of the latest technology and our own invaluable investment expertise. Our wealth management offering allows individuals to hold all their personal assets from pensions and individual stocks to ISAs and all other investments, within one individual holding on a platform with 24 access online.

At the heart of our offering is our service proposition ensuring you are provided with at least on in-depth analysis of your portfolio each year along with two face to face meetings and unlimited telephone assistance to ensure your requirements are catered for.

Our aim is simply to use the latest technology to ensure processes are in place to diversify and adapt the management of your overall wealth whilst providing the utmost in professional service from a whole of market independent financial advisory firm that focuses on private wealth management and corporate solutions.

The value of your investment can fall as well as rise and you may not get back the original amount invested.