The Mellor Practice

Independent Financial Adviser  The Mellor Practice Limited, Arundel, West sussex, 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
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
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

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.

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

Laurie Mellor BSc(Hons), MLIBF, DipFA
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

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

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.

Natasha Neal
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

Tim Waite

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

What our clients say
'The Mellor Practice has helped us immensely over the years. I have always found them highly professional but at the same time very friendly, caring and attentive to our particular circumstances. I would not hesitate to recommend their services to anyone'
L Hubbard, Links International
'In times of financial uncertainty it has been great to have the Mellor Practice as advisers in whom we have confidence'
R Heasman, Farnham, Surrey
'I would highly recommend the Practice - their values are reflected in their conduct and care'
V Cross, Angmering, West Sussex
About us

Here at The Mellor Practice Ltd we have been offering our clients Independent Financial Advice for over thirty years. 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, 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. 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, Arundel, BN18 0AG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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