BRIAN MELLOR FINANCIAL SERVICES IS A LONG STANDING FINANCIAL PLANNING PRACTICE DEDICATED TO HELPING THOSE APPROACHING OR IN RETREMENT TO ACHIEVE, AND MAINTAIN, THEIR DESIRED LIFESTYLE
Our experienced team will guide you through a process of defining your aspirations, then develop a plan to help you take control of your financial future. We will proactively monitor your progress through time to help you remain on track and reach your goals
BASED IN LEEK, STAFFORDSHIRE, BRIAN MELLOR FINANCIAL SERVICES IS AN INDEPENDENTLY OWNED FINANCIAL PLANNING PRACTICE. WE SPECIALISE IN THE PROVISION OF SIMPLE, HONEST AND IMPARTIAL ADVICE TO PRIVATE AND CORPORATE CLIENTS.
Our clients are typically based within 20 miles of our office. They include business owners and individuals who are retired or approaching retirement and want to take control of their financial future.
We adopt an approach that extends beyond traditional financial advice – we don’t believe in selling products. Instead we create a personalised financial plan, tailored to your circumstances and stage of life or business growth.
Our focus is on establishing long-term, trusted relationships. We demystify investments and empower you to make decisions about your future and your finances. Over time we remain committed to identifying any factors that may alter the anticipated outcomes and provide a balanced, realistic view of your situation.
Our new Cash-flow software helps us to clearly identify, define and plan your personal, family, business and financial objectives, especially those related to a desired future lifestyle. We can map your current situation and develop a financial plan to help you understand how to realistically achieve your objectives or adjust your expectations. We can also test future scenarios to empower your financial decision making.
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BRIAN MELLOR FINANCIAL SERVICES WAS ESTABLISHED IN 1993 WHEN BRIAN MELLOR, THE FOUNDER, DECIDED TO SET-UP A FINANCIAL PLANNING PRACTICE COMMITTED TO PROVIDING TRULY INDEPENDENT FINANCIAL ADVICE TO THE PEOPLE OF THE STAFFORDSHIRE MOORLANDS AND SURROUNDING AREAS.
Brian wanted to create a business that is distinctly different. One that focuses on comprehensive Financial Planning, with people and not products at its core.
Today, the company employs a small efficient team to deliver simple, honest and impartial advice. All of the Advisers maintain the highest of professional and ethical standards – so you can feel confident you are dealing with a team of experts, wholly committed to providing you with the best possible advice, service and support.
BRIAN MELLOR FINANCIAL SERVICES PROVIDE A RANGE OF FINANCIAL PLANNING SERVICES. WE TAKE TIME TO UNDERSTAND YOUR CURRENT SITUATION, YOUR OUTLOOK, NEEDS AND YOUR FINANCIAL GOALS, THEN EXPLAIN YOUR OPTIONS IN A CLEAR AND CONCISE WAY.
Our primary objective is to provide a simple yet professional service, delivered in a friendly and approachable way. An independent firm, you can take comfort in knowing our recommendations are unbiased and always aligned to your best interests.Â We focus on minimising risk. After we deliver our recommendations we offer in-person meetings and ongoing servicing to help you to remain on track. We appreciate your lifestyle and business challenges and by working in partnership, we can proactively recommend changes.
Technology underpins our service offering, streamlining our advice and communication. Where appropriate we will consolidate all of your holdings, providing you with a single view of your investments accessible 24×7 via our secure website.