McLean & Melrose combine a refreshing approach with a wealth of experience to offer a truly personal wealth management service. We offer a single relationship and bespoke solutions, tailored for your individual needs or those of your business.
By allowing us to help you with the future planning and protection of your income and assets, you can devote more of your time in complete peace of mind, to achieving your personal, professional and business goals.
Our aim is to help you:
- Save, invest or plan for retirement
- Manage cash and borrowings
- Gain financial protection against risk
Aiming to keep our clients aware of changing market conditions, our services include the provision of a Monday Market Bulletin. This gives important information within the investment, pension, IHT and mortgage markets – your one-stop weekly shop for market information.
We very much look forward to building a valuable long-term relationship with you.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.