The Mellor Practice

Independent Financial Adviser  The Mellor Practice Limited, West Sussex, Arundel, BN18 0AG
First meeting at adviser's own cost
We aim to provide expert, fully independent advice for clients in the South covering the whole spectrum of financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MRS Brenda Mellor MLIBF DipFA BSc (Hons)
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

MR Jamie Mellor MLIBF DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Mark Rose MLIBF DipFA
Senior Practice Executive

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Sam Mellor MLIBF DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Steven Godfrey MLIBF CeFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Mr Graham Rees

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Tim Waite
What our clients say
"We are very happy with the services, advice and investments that The Mellor Practice has provided us over the years. We have regular communication concerning our investments and are always kept up to date with changes"
A&B H, Selsey
From the first telephone call when I put through to the directors I felt comfortable that i was going to get helpful advice from the company. This has proved to be the case and I have been more than satisfied with the way they have interpreted my preferences for investing my money.
P H, Brighton
About us

Here at The Mellor Practice Ltd we have been offering our clients Independent Financial Advice for over thirty years. The Mellor Practice Partnership was formed over 30 years ago and subsequently became a Limited entity, The Mellor Practice Ltd, in 2017.

During this time Markets and economics change, but one thing remains: the value of unhurried, face to face advice and service. When you contact us by telephone during working hours, 99% of the time you will speak to a human being, not a machine.

With offices just outside Arundel and now in the centre of Worthing West Sussex, our team of Independent Financial Advisers covers a wide area across the South and South-East of England, meeting the needs of our clients in Sussex, Kent, Surrey, Hampshire and as far afield as Oxfordshire and London. You can visit our offices or, if you prefer, we’ll come to your home. You’ll find us friendly and approachable!

Our services

From retirement savings and annuities to family and business protection. From investments for growth or income to solving the twin dilemmas of Inheritance Tax mitigation and Long Term Care costs. We often find that we act on behalf of both the children and grandchildren of clients and have many clients of more than 15-20 years standing ! Our team have over 100 years experience and they are supported by a team of able administrators at our office, based in Arundel and Worthing. We believe clients value our old-fashioned service and the personal touch.

Where to find us
Head office address: The Mellor Practice Limited, Unit 1, Park Farm, Chichester Road, West Sussex, BN18 0AG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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