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Financial planning

personal independant advice

We have teamed up with Wren Sterling Financial Planning Limited to provide personal independent advice about planning your financial journey. Financial planning is about setting your financial goals and ambitions 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 to any particular companies, they can search the entire financial market to build a plan that’s designed for you and your future needs.

The initial meeting with your financial adviser is free of charge and won’t put you under any obligation. During this meeting you will get examples of the costs of the service. You and your adviser will discuss what the fees will be for further advice – so you can decide if they are right for you.

For more about this service or to make an appointment with our dedicated Wren Sterling Adviser, visit your local branch or call us now on 01664 414141.


The 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 are 9:00am – 5:30pm Monday to Friday.

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