Melton Financial Services

Investment Planning We are able to offer comprehensive advice, on which investments are appropriate to match your objectives and risk profiles.

	Investment Bonds
	Individual Savings Accounts (ISAs)
	Inheritance Tax Planning*
	Unit Trusts
	OEICs
	& Many More

Retirment Planning Whether you are starting out in your career or you are approaching retirement you will need guidance and advice on either setting up the most appropriate pension arrangement, or on how to take your pension benefits.

	Personal Pensions
	Annuities
	Stakeholder

stairs image

Mortgages We are able to search the whole of the mortgage market to find the most suitable product for you.
We have access to over 4000 mortgage deals, we can find you the most appropriate mortgage for your circumstances, and guide you through the process.

	House Purchases
	Remortgages
	First Time Buyers
	Shared Ownership
	Debt Consolidation
	Self Certification
	Buy to Lets

Our usual charge for Mortgage advice is £99.00

Your home may be repossessed if you do not keep up repayments on your mortgage.

Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release Retirement is a time when you should be able to enjoy the rewards of your hard work and look forward to doing things you like to do best……..
It’s a time to release your potential.

	Lifetime Mortgages
	Drawdown facilities
	Fixed Income
	Reversion Schemes *

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

Protection Planning Nobody can predict the future, but by taking a few minutes to plan you can protect yourself and your family against a whole range of potential financial pitfalls.

	Term Assurance
	Critical Illness
	Decreasing Term Assurance
	Pension Term Assurance

CONTACT: t:01664 414180 | f:01664 414101 | email: contact@meltonfinancialservices.co.uk | © 2009 Melton Financial Services
Melton Financial Services is the trading name of MMBS Services Limited which is authorised and regulated by the Financial Services Authority.
MMBS Services Limited is a company registered in England (company number 5794252 and is a wholly owned subsidiary of Melton Mowbray Building Society).
*These products are not regulated by the Financial Services Authority.Registered Office: Principal Office, Leicester Road, Melton Mowbray, Leics, LE13 0DB

*These products are not regulated by the Financial Services Authority.