Why Choose Us Contact Us The Wildelife Trusts
Call us on 01664 414141 between 9am and 6pm Monday to Friday and 9am and 12pm on Saturdays

Financial Planning

melton financial planning

We have teamed up with Wren Sterling Financial Planning Limited – to provide personal independent advice about planning your financial journey. Financial planning is about establishing your future financial goals and aspirations and working out the best way to achieve them.
This service includes:

  • Retirement planning (pensions and investments)
  • Investments (including bonds, stocks and shares)
  • Tax and Inheritance Tax planning
  • Protection
  • Equity Release
  • Life Insurance

Through our partnership with Wren Sterling, you can speak to an independent financial adviser who will discuss your requirements. As they are independent, and not tied in with any particular companies, they will be able to search the entire financial market to build a plan that’s exactly right for you and your future needs.

The initial meeting with your financial adviser is without charge and will not put you under any obligation. During this meeting you will be given examples of the costs of the service and you and your adviser will discuss what the fees will be for further advice – so you can be sure they are fair and appropriate

Click here to read some examples of how Wren Sterling has helped customers.

For more information regarding the above service or to make an appointment with our dedicated Wren Sterling Adviser, Andrew Szymkiw, visit your local branch or call us now on 01664 414141.

logoThe Financial Conduct Authority does not regulate Taxation and Trust advice and Will Writing.  The Melton is an introducer to Wren Sterling for investments, pensions and protection. The Melton Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority registered number 106184.  Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office: 13-19 Derby Road, Nottingham NG1 5AA.  Registered in England No. 09157918. 

Get In Touch

Call one of our friendly advisors on 01664 414141. Opening hours 9am to 6pm Monday to Friday and 9am to 12pm on Saturday.

Request a Call Back

Leave your details and we will call you back.