Independent Financial Advice from a Quality Family Firm
We are a team of fully qualified advisers, who can provide you with independent financial advice. Established locally on the South Coast since 1984, we pride ourselves on our friendly, professional service.
Call us on 01903 882007 or
Our Services
Savings & Investments
We work with you to navigate the world of investment, maximising the benefits for your financial health.
Pensions
We can help you establish an affordable and tax-efficient savings plan. We want you to feel confident about your pension planning.
Retirement Planning
We can advise on the full range of alternatives and ensure that you have a sustainable retirement plan in place, bringing peace of mind.
Estate Planning
We can prepare a detailed calculation of your potential IHT liability and advise you on the most appropriate ways to deal with this issue.
Care Fees Planning
We can help you to explore the options available to you as a family, which both safeguard your elderly relative and also protect the value of their estate.
Trustees & Charity Investors
It can be daunting acting as a Trustee- whether for a family Willtrust or on behalf of a charity. We have long experience of advising Trustees and helping them ensure that the requirements of the Trustee Act 2000 are met in full.
Ethical Investments
We can help individuals and charities with ethical concerns. We can talk through your precise requirements with you so that you can save or invest with a clear conscience.
About Us
We can look at how efficiently your money is working for you, and make suggestions to ensure that these fit with your long-term financial plan.
Why Choose The Mellor Practice
There is no substitute for unhurried, face to face advice, and, when telephoning us, 99% of the time you will speak to a human being, not a machine!
With offices just outside Arundel and now in the center 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!
“I have been a client of The Mellor Practice for over 6 years now and have always felt like my finances are in good hands. I have been provided with choice and flexibility, whilst also having my sense of risk and return closely taken into account; queries are dealt with promptly and succinctly and I feel appropriately looked after by all members of staff”
RS, London
Your Wealth Starts Here
Book an appointment
Or call — 01903 882007