Investment / Savings

Melvin Financial Services are committed to putting in place the most suitable investment to suit your needs. We know and understand the process of investing appears to be quite complex.

Our expert and experienced Qualified Financial Advisers and CERTIFIED FINANCIAL PLANNER™ practitioner team will work closely with all our clients to ensure the process of investing is transparent and simplified, whilst keeping in line with our clients requirements, expectations and risk profile.

At Melvin Financial Services our advisors firmly believe in our investment philosophy, which is built around key principles:

Research
Educating and informing the client
Investment time horizon
Risk profile of our client
Diversification of investment portfolio
Keeping investment costs low
Tax efficiency

We can advise on investment products from the following companies:

Aviva
BCP
BlackBee Investments
Canada Life (Irish Life)
Cantor
Davy
Dolmens
Friends First
Greenman Investments
Irish Life
Mercer
Merrion (Cantor)
New Ireland
Newcourt
Phoenix Ireland
Quintas Wealth Management
Royal London
Standard Life
Wealth Options
Zurich Life

Financial Planning

Certified Financial Planner™

Our professionals will be on hand to continually assist you in reviewing your financial plan as you move through life and your financial needs and objectives change.

Other Services