Here, we explain why pension planning is so important, and describe some of the options available to you.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
At Edward Mellor we have spent more than 30 years serving our clients' ongoing financial needs. We aim to provide exceptional service and build long standing relationships with our clients, recognising the importance of each individual's aspirations and guiding them through the financial maze.
Our clients come from all walks of life with a variety of financial planning needs, and therefore our advisers possess the experience and expertise required in order to offer advice, guidance and support relating to each individual's circumstances, offering a true 'cradle to grave' financial planning service.
We pride ourselves on our integrity and professionalism. A caring approach to our clients' financial needs forms the cornerstone or our business. We believe that it is these attributes that have enabled us to become one of the market leading brands within the financial services industry and we look forward to working with you.
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
Our financial planning process is broken into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.
Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.
If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.
As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.
How To Find Us
65-81 St Petersgate