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Independent Financial Advisers we can offer you unbiased advice
from the marketplace as a whole.
Located in Peebles, we are able to provide consultations at your home, place of work or at our comfortable offices.
Using technology we can provide services throughout the whole of the UK.
With many years experience in Financial Services we can provide a flexible, comprehensive and professional service.
We pride ourselves in giving unbiased honest advice.
Who we are
About the Principal - David Pye
David had already worked in financial services for 13 years before opening his own business in February 2003. Joining the industry as a tied adviser in 1990, David went on to supervise the sales activities of other advisers and in particular those new to the industry. David then worked in various compliance roles for 6 years, latterly supporting other Independent Financial Advisers.
Qualifications from the Chartered Insurance Institute
Lifetime Mortgage Activities (CF7) - 17th May 2005
Savings and Investments - 9th September 2003
Mortgage Advice Qualification (MAQ) - 10th December 1999
Financial Planning Certificate (FPC) - 31st December 1992
Ian Ross
Ian has been in Financial Services for 36 years working in both the Independent and Direct Sales distribution channels. Experienced as an adviser, sales manager and senior manager responsible for recruiting, managing and motivating of staff. A wide industry knowledge built up over the years of change, lends to the experience within Meldon Independent.
Qualifications from the Chartered Insurance Institute
Mortgage Advice Qualification (MAQ) - 7th March 2003
Supervision & Sales Management (H15) - 16th July 1999
Financial Planning Certificate (FPC) - 31st December 1993
Rebecca Carney
Rebecca, (known as Becky), joined Meldon in November 2005 and is the Office manager and personal assistant to the advisers. A wide experience of previous office jobs brings excellent administration and communication skills to add to the smooth running of both the front and back office.
Currently in training to become an authorised Mortgage and Protection Adviser.
You can have confidence in the knowledge and guidance we can offer.
Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!
Being independent allows us to work on YOUR BEHALF!!
Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web.
We provide professional advice on all your financial requirements. See Our Services for more details.
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