Marylyn Melbourne DipFA MIFS MAQ CeRER

Based in Fife, I have been providing financial advice to clients in East of Scotland for over 20 years. I am dedicated to giving highly individual advice which is totally focused on my client’s specific needs and situation. By always ensuring I am aware of the ever changing developments within the financial services industry I offer my clients a professional and efficient service that is delivered with a personal touch.
Although I advise on every aspect of financial planning, in recent years I have concentrated on giving financial advice to clients for their later years.

I help clients with very important financial decision-making for their retirement years to ensure they strive to achieve all their hopes and expectations and enjoy a secure and relaxed retirement.

Costs
Initial discussion to identify if I can help you with your financial planning is without charge. If following initial discussion you wish for me to do work on your behalf I will advise you of any charges involved and these charges will be fully discussed and agreed prior to work being undertaken.

My Specialist Areas

Making The Most of your Pension Funds

Your Savings & Investments

Wills & Power of Attorney

Equity Release

Family Protection Trusts

My Qualifications

  • DipFA

    Holder of Statement of Professional Standing – Level 4

  • MAQ

    Mortgage Advice Qualification

  • CeRER

    Level 3 Qualifiation in regulated Equity Release

  • Will Writing

    Professional Will Writer