Investment / Savings

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 team of expert & experienced Qualified Financial Advisers and Certified Financial Planner professionals 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.
For Beginners and Experts