About us

At Melling Financial Planning Ltd we offer a distinctive approach to our clients and their financial affairs. You get all the benefits of individual attention and years of experience, from a team who will deal with your situation with integrity, in an approachable and professional manner. We will take care of the details and take away the frustrations of financial planning.   Benefits  
  • Investments - helping you understand them and helping you to make them work
  • Inheritance Tax - overcoming the worries
  • Pensions - guiding you through the retirement maze
  • Specialist Insurance - tailored preparation for the unforeseen
  Ours is a very personal business, so we build a long-term relationship with you; a partnership where we take the time to listen, understand, and get to know you, and where we’re always available for help and advice.   What are the benefits to you? You don’t deal with a faceless corporation; you deal with real people, who are dedicated to helping you achieve your financial goals.   Planning   Serious about your financial objectives? Talk to us. We will talk to you in simple terms, give guaranteed advice, and make the whole process as easy as possible. You can relax, safe in the knowledge that you are saving time, planning effectively and securing your financial future.   All initial consultations are entirely without obligation.

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Testimonials

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I have known Paul for many years. I have no qualms about leaving everything in his hands. He always offers sound and sensible advice and I know I can always call him if anything is worrying me or I have any questions to ask. I would have no hesitation in recommending him to any one of my friends.
Janice Graham |Yarm
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Melling Financial Planning Ltd is registered in England and Wales, Number 07965023. Registered Office: 12 High Street , Yarm, TS15 9AE.