Our Team

LOOKING AFTER YOUR INTERESTS AND OUR REPUTATION

Brian Mellor - Consultant

Born locally, Brian has over 25 years’ experience in financial services with Lloyds Bank, Legal & General and since 1993 when he set up Brian Mellor Financial Services. During this time the practice has grown considerably and is proud to have over 5,000 clients. Brian holds the Diploma in Financial Planning. A keen sportsman, Brian takes an active interest in all local sport and is Chairman of Leek Cricket Club.

Joan Llewellyn - Consultant

Joan joined the practice in 1994 as Administration Manager, having previously worked at Legal & General. She has progressed to becoming a Consultant and holds the Certificate in Financial Planning, together with being fully qualified to advise on mortgages, equity release and home reversion plans. Joan has more than 25 years’ experience in the financial services industry.

Paul Gerrard - Consultant

Paul joined the practice in April 2004 and has over 15 years’ experience in the industry. Paul holds the Certificate in Financial Planning, which also includes qualifications in mortgages, equity release and home reversion. Paul specialises in all aspects of pensions, together with savings and investment advice.

Debbie Brereton - Administration

Debbie joined the team in March 2003 having spent 14 years working for Lloyds TSB. Debbie is responsible for daily administrative duties and for arranging buildings and contents insurance for our clients. Debbie also holds the Mortgage Advice Qualification.

Anne Luznyj - Administration

Anne previously spent 20 years working in the textile industry at Masons of Leek before joining the practice in June 2004. As well as her administrative duties, Anne is responsible for the computerisation of the client files and the ongoing development of our back office system.

Celia Harrison - Secretary

Celia joined the practice in January 1997 having previously worked as personal secretary to the Area Life Manager at Legal & General’s Hanley office. In addition to her secretarial duties, Celia assists with administration and IT development.

Daniel Hyde - Consultant

Daniel joined the practice in April 2006 having previously being employed by the Leek United Building Society. Daniel had progressed to being a Customer Services Advisor with Leek United but the opportunity to pursue a career in financial planning attracted him to the practice. Daniel has passed all of his CF1 to CF6 exams and is now studying the advanced papers. He graduated from being a trainee advisor to fully
authorised in March 2009.

Christine Bunting - Administration

Chris previously spent over 16 years with the Cheltenham & Gloucester as manager of their Newcastle-under-Lyme branch before joining the practice in February 2009. Chris is responsible for daily administrative duties together with coordinating and ensuring the smooth running of the group pension schemes. She also assists in the IT development.

Alexander Arndt - Administration / Trainee Consultant

Alex joined the practice in July 2009. After completing his GCSE’s at Leek High School, Alex was studying Business at Newcastle-Under-Lyme College. He has now taken on the role of Administrator / Trainee Financial Advisor under the Government’s Apprenticeship Scheme.