Financial Advice - Marylyn Melbourne

Retirement Planning

Retirement Planning

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

Power of Attorney / Will Writing

Power of Attorney / Will Writing

Writing a Will, Intestae, Powers of Attorney, Specialist Trusts, Estate Planning

Equity Release

Equity Release

Release Equity in your home, Home Reversion Plans

Savings & Investments

Savings & Investments

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

Protecting Loved Ones

Protecting Loved Ones

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

Mortgage Solutions

Mortgage Solutions

Mortgages, Buy-To-Let, Remortgages, Commercial Mortgages

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

Retirement Planning

Retirement Planning

Power of Attorney / Will Writing

Power of Attorney / Will Writing

Equity Release

Equity Release

Savings & Investments

Savings & Investments

Protecting Loved Ones

Protecting Loved Ones

Mortgage Solutions

Mortgage Solutions

Customer Testimonials

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