At the Melton we have teamed up with Towergate Financial to offer our members and non-members complete independent whole of market service in respect of their financial planning and advice needs. Towergate Financial are a national independent financial advisory firm specialising in providing a local service.
This service includes:
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Retirement planning (pensions and investments)
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Investments (including bonds, stocks and shares)
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Tax and Inheritance Tax planning
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Protection
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Equity Release
Towergate Financial have a strong, client focussed team of professional people keen to deliver high standards of service and advice. Their aim is always to ensure that those high standards are consistently delivered to all our customers from those with straightforward advice needs right through to our national and international corporate clients with sophisticated financial planning requirements'.
Towergate Financial East, initially trading as m2 Financial Limited was created in 2002. They are an award winning business, with recent highlights being:
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2009 Financial Adviser Large IFA firm of the year
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2009 Financial Adviser Overall Life and Pensions IFA of the year
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2009 Financial Adviser Group Pensions IFA of the year (which retained the award won in 2008)
For more information regarding the above service or to make an appointment with our dedicated Financial Adviser, David Yates, call us now on 01664 414180
Melton Mowbray Building Society is an introducer to Towergate Financial for Financial Planning. Towergate Financial is a trading name of Towergate Financial (East) Limited, which is authorised and regulated by the Financial Services Authority
