Melville Wealth Management

Tom Hay, James Barrie and Gemma Wood are advisers at Melville Wealth Management, Senior Partner Practice of St. James's Place Wealth Management. Headed up by Tom, together they have over 40 years' experience within the financial industry. ‘So what' I hear you say! Well our experience (and numerous grey hairs) tells us that most clients start from a position of uncertainty and feeling bemused with the complexities of financial products and terminology. If that sounds like your position then you're not alone! Throughout your working life you've probably amassed a number of pensions, investments and insurance plans and now are wondering if they are ‘fit for purpose' and if they will achieve the returns you were expecting over the planned timescales. This is where Melville Wealth Management comes in- we'll look over your policies and plans and gather more information as needed. Do they add value to your ‘life plan' or are there gaps that need filled? Are your affairs as tax efficient as they can be? No one wants to give the exchequer more than he's due! One of our clients has said the following: "Planning my financial future was a real worry for me; however, the service I have received from Tom Hay has turned my initial anxiety into confidence that I have made the correct financial choices. Key to this was Tom's professionalism and commitment to ensure my interests were upper most in the consultative process and decisions offered. I have no hesitation in recommending him to anyone. "The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Social Link - Linkedin: http://www. linkedin.com/company /melville-wealth-management
Employee Count: 1
Keywords: investment management