About to retire?

Call us now for your FREE pension review

thumbI am an independent financial adviser based in Central Scotland with over 20 years experience, providing highly individual advice focusing on each client’s specific needs and requirements.

Although I advise on all aspects of financial planning, I specialise in giving independent financial advice to clients for their later years – retirement planning, pensions advice, equity release and will writing / Power of Attorney.

I cover all areas within Central Scotland including Fife, Dunfermline, Kirkcaldy, Glenrothes, St Andrews, Leven, Burntisland, Edinburgh, Perth, Dundee and Stirling.

By ensuring that I constantly keep abreast of the ever-changing developments in the Financial Services industry, you can be sure that the advice I give is always up-to-date and relevant to your particular situation. I offer a wide range of advice, products and services including savings and investments, retirement planning, protection advice, mortgage solutions, equity release products and will writing / Power of Attorney.

There is no charge for your initial discussion – this is to identify if I am able to help with your financial planning. 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 any work being undertaken.

Give me a call now on 01383 414424 or email info@marylynmelbourne.com and we’ll start the process of securing your financial future.

Specialist in Financial Advice for Older Citizens

With over 30 years experience in Financial Planning, Marylyn specialises in those who are nearing retirement age and need help in deciding how to secure their financial future.

A personal, friendly approach, with a ‘no-jargon’ guarantee

We know it can all be a bit confusing so we promise to explain everything in a straightforward way, with no soundbytes or jargon.

Tailored Solutions For Your Individual Needs

We look at your individual needs and will mould solutions taking into account your current situation and future aspirations.

Let Us Help

Please send us your details so we can arrange your FREE initial consultation.

The use of your information

Marylyn B Melbourne are fully compliant with the General Data Protection Regulation (GDPR) – a regulation in EU law on data protection and privacy for all individuals within the European Union.

We take your privacy seriously and will only use your details to administer your enquiry/purchase with us. For more information on our Privacy Policy, please visit marylynmelbourne.com/privacy-policy.

Our Services

  • Retirement Planning

    Annuities, Drawdown, Group Pensions, Personal Pensions, Pre-retirement Planning, Post-retirement Planning, SIPPs, Stakeholder Pensions & Executive Pension Planning

  • Savings & Investments

    Investments, Savings, ISAs, Investment Bonds, OEICs, Unit Trusts & Portfolio Planning

  • Protecting Loved Ones

    Critical Illness, Income Protection, Life Assurance, Whole of Life, Mortgage Protection, Buildings & Contents, Business Protection, General Insurance

Customer Testimonials

“Marylyn provided  extremely helpful and straight forward advice in regard to equity release on my property. I now am very happy that I can relax and enjoy my retirement years knowing I have enough cash to provide for my holidays and maintain my standard of living. I am also  reassured  that Marylyn has also arranged  my Will and Power of Attorney.I would say Marylyn would recommend Marylyn as she offers  a first class friendly and professional service.”

Peter HunterKirkcaldy, Fife

“We have been clients of Marylyn’s for more than 10 years. We have found Marylyn to be an honest ,open and friendly person always easy to understand and willing to help to the best of her ability. We believe Marylyn offers an excellent service and we are both  very happy to keep Marylyn as our Financial Adviser for the years ahead.”

Alan & Betty LutyDalgety Bay, Fife

“Marylyn has always provided us with an excellent service as our financial adviser, and on my recommendation, also advises our three daughters, who are equally satisfied. She is very professional, yet friendly and helpful, and has her client s best interests at heart. Furthermore, you can be confident that her knowledge is the most up-to-date and comprehensive available.”

John & Elizabeth WandsRosyth, Fife

“Marylyn gave us excellent mortgage advice when we bought our new home recently – researching the whole of the market for the best mortgage deal. All the stress involved in moving home was greatly reduced as we knew we had an Adviser who we could rely on.”

Gary & Shirleen ShandEdinburgh

“Approaching my retirement I needed advice on my Pension options as it was extremely important I made the right choices and decisions. Marylyn initially visited my home free of charge to discuss my future retirement plans   and see if she could help me. Marylyn explained my options in a straightforward and easily understandable way enabling me to make the best choices for my situation. I have now retired and am very glad I got financial advice from Marylyn before I retired and I am confident I have made the correct decisions with her help. Also Marylyn has arranged to visit me again once I have been retired for six months to check my financial situation is working well.”

Gordon CaithnessDalgety Bay, Fife
©2020 Marylyn Melbourne Financial Adviser Ltd. All Rights Reserved. | Privacy Policy

Marylyn Melbourne Financial Adviser Ltd is authorised and regulated by the Financial Conduct Authority FCA No – 912198. Registered as a business in Scotland - Registration No: SC636526. Business address: 19 Primrose Avenue, Rosyth, Dunfermline, Fife KY11 2SS. The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Investments/Pensions: The value of investments and pensions can fall as well as rise, and you can get back less than you invested. Tax Planning: Tax planning is not regulated by the Financial Conduct Authority. Mortgages: Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances. Equity Release: This is a lifetime mortgage. To understand the features and risks please ask for a personalised illustration. Will Writing: Unless you make a will, you cannot guarantee that your belongings will be distributed as you want when you die. If you die without a Will (Intestate) your family has to sort out many administrative items and are obliged to the decisions made by law as to who inherits what, decisions you should have really already made by writing a Will. Will writing is not regulated by the Financial Conduct Authority.