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.
- 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.
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.
For more information and to arrange a no obligation financial review please click here.
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.