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 in superlatives. Indubitably, I would recommend her to anybody.

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 1-to-1 session where they could discuss their personal situation without judgement.

We know how complex and overwhelming financial planning can be, and its important that our employees have the tools to understand the best ways to create and meet their financial goals. Thanks again Jack!

Via Linkedin

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. From buying property, finding the best bridging facility to setting up a Trust Fund for our grandchildren.

We have and would recommend Barry to our friends and family for advice on all financial matters.

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 to what you want for your finances. I believe I have been given very sound advice and she is 100% for the client and genuinely motivated to give you the very best advice for the outcome off your investments and pension. I have no hesitation in recommending Janine to anyone.

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 basis so we can ask questions and secure answers that gave us peace of mind. Kris & Matt lead from the front and we feel very satisfied our best interests, the best interests of the business and the best interests of our valued team are in very good hands