Contact Details

• Telephone: 01383 625177
• Fax: 08451 661192
• Email: Send Email
• URL: Visit Website

Category: Financial Advisers (Independent)

The Melia Partnership.

We are a highly regarded, dynamic, young IFA company based in Scotland's ancient capital, with easy access to the financial powerhouse of Edinburgh. Our clients are colourful and diverse, spread geographically throughout the U.K. and across the globe. We look after individuals, families and small/medium sized businesses. They all however, expect and deserve a confidential, frank but friendly, bespoke professional service. Quite simply, we aim to enhance and protect the future wealth of our clients by combining modern methods with old fashioned values. We wish to keep our clients by providing a comprehensive, caring and continuing service.

Established in 1995, we believe in old fashioned values but use modern technology to provide a timely and accurate service. Our clients are colourful and diverse, spread geographically throughout the U.K. and across the globe. We look after individuals, families and businesses. They all expect and deserve a confidential, frank but friendly, bespoke professional service. We deliver that service with great care. Why? Because WE care. We are committed to bringing our customers the very best our profession has to offer, using plain English with no industry jargon. Over 90% of our new business clients come from referrals from satisfied customers - a clear indication of the quality of our friendly service and advice. We are very proud of this statistic. Quite simply, we aim to enhance and protect the future wealth of our clients by combining modern methods with old fashioned values. We aim to KEEP our clients by providing a comprehensive, caring and continuing service for them and their extended families. If you value your independence and want a no-nonsense approach to financial planning - Contact us now. We care and so should you.

In order to establish the true financial position, we offer a free consultation and financial analysis. We look at earnings, commitments and expenditure. We begin to build up a picture of "where are you now?" and find the answers to "where do you want to be?". From this, we establish whether or not your financial planning is in order or whether some action is required in a specific or number of areas. We then create the strategy to answer the question "how do I get there?" Once the strategy is implemented, we simply fine tune it from then on as circumstances change. Once we have established your overall financial position, we will make our recommendations on how we can be of service to you. We will initiate a full review of existing position, then go on to formulate a strategy for wealth generation in line with your attitudes regarding investment risk v. reward; growth v. income; and ultimately your short, medium and long-term needs. The results will be presented to you and discussed in detail. Only when you are satisfied and agree with our recommendation do we implement the recommendations made. We will send you a detailed report confirming the actions taken and the reasons for those actions. Everything will be explained in simple, plain English so to avoid any confusion or misunderstandings. Thereafter, in addition to an annual investment update, we have client care options available, depending upon the complexity of a client's affairs and the level of service required. No need for concern over hidden costs, commissions or charges. Everything is kept simple and transparent. We are remunerated either with fees, commissions or a combination of both. We believe in client choice and our remuneration is designed for whichever is best suited for our clients. For further details of our services, please visit our website, or call on 0845 166 1191.

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