Meet The Team
Laurie Mellor Bsc(Hons) MIFS DipFA
Laurie and his wife Brenda are joint heads of the Practice. Laurie has over 40 years’ experience in financial services and has particular strengths in the area of investment. He has invested over £75 million for clients over the years and combines caution with a flair for emerging markets.
A published author and experienced platform speaker, Laurie is a keen cricketer and, by his own admission a piano player of limited ability; he has a special passion for India and its food.
Brenda Mellor Bsc(Hons) DipFA MLIBF
Brenda has over 20 years’ experience in financial services and is a general practitioner with particular expertise in pension planning, estate planning, investment for income and funding for long term care. She enjoys working with clients holistically to ensure the best outcome at times of difficulty and change, including divorce, bereavement and retirement.
Her interests include music (a trained classical pianist), travel and food and she enjoys spending time with family, especially her new grandson. She also enjoys spending time with friends walking in Southern Spain.
Mark Rose MIFS DipFA
Mark has been an independent Financial Adviser for over 20 years, specialising in investments, savings, pensions, and retirement planning and long term care.
Genial and well organised he is a family man, married to Mandy they have two sons. Mark loves watching cricket, eating out, and enjoys going on coastal walks with their three dogs.
Joe Froud BA(Hons) FPFS
Joe joined the Practice in 2016, technically very able and impressively he recently qualified as a Chartered Financial Planner. Highly knowledgeable and ambitious, Joe is a key member of the advisory team. Joe is married with two young children, a talented sportsman he plays football and golf and is a supporter of Manchester United.
Jamie Mellor DipFA MLIBF
Jamie is a qualified IFA, having been with the Practice for ten years. He is married to Bryony and they have a young son. He is a talented musician who enjoys exploring all types of music genres. He regularly plays bass guitar for a number of bands, he also follows the fortunes of premier football league club, Brighton and Hove Albion.
Tim Waite DipFA MLIBF
A seasoned Investment Professional, Tim started his career in financial services in 2000 and joined the Practice in 2014 after a number of years with stockbroker Edward Jones. Tim has also trained with the Kinder Institute as a Financial Life Planner. Genial and decisive, he combines a warm personality with a real understanding of clients’ needs. Tim is a real asset to the Practice!
Sam Mellor BA(Hons) DipFA MLIBF
Sam is a qualified IFA with a degree in journalism and a strong background in customer service. Sam has a passion for Ethical Investment and is a member of the EIA (Ethical Investment Association) which is part of the UK Sustainable Investment and Finance Association (UKSIF).
Sam is married to Karina and together they enjoy travelling and walking along the coastline where they live in Littlehampton. He is a keen cricketer, playing league cricket for Littlehampton CC, league football and is also a keen Brighton and Hove Albion supporter.
Steve Godfrey DipFA MLIBF
Steven joined the Practice in 2012, after being in senior retail management for over 16 years and qualified as an adviser in 2017. He is married to Susie and they have a young son and daughter.
Focused, flexible and determined, Steve is a qualified IFA. Another keen cricketer, Steve is a talented all-rounder, having represented Sussex County at various junior levels.
James Rixon DipFA MLIBF
James is a qualified IFA and comes from a strong background in financial services. He lives in Worthing and, rarely, is one of a set of triplets, with an identical twin brother who also happens to have a career in financial services!
He is married to Clare and they are both passionate about sports, especially running, competing in marathons around the World together. An accomplished musician, he also enjoys a keen interest in exploring all music genres.
Graham Rees DipFA MLIBF
Graham joined the Mellor Practice in 2013 and qualified as an IFA in 2016. He has a wealth of experienced in dealing with the public. In addition to qualities of integrity and discretion, his academic ability enables him to grasp complex ideas quickly and put these across in a concise manner.
He is married with three children, is active at Arun Community Church and, like many in the Practice, is another useful cricketer!
Business Support Team
Carol Day Ch.MCIPD – Practice Development Manager
Carol joined us in April 2017 after a 26 year career with One Family (previously Family Investments) in Brighton, where she was HR Director reporting directly to their Board. She was instrumental in the rapid growth of the company, and combines vision with the ability to grasp detail and see a project through to completion.
She is perceptive and intuitive and has strong interpersonal skills. She has overseen the opening of our second office in Worthing and is already making a major contribution to the expansion of the Practice.
Carol is a keen gardener and hedgehog preservationist!
Jordan Atkinson BA(Hons) – Group Operations Manager
Jordan has been part of the practice since June 2015 having previously graduated in Education Studies from Plymouth University. He recently gained promotions to Group Operations Manager for the Practice, overseeing the Business Support Team and functions at both office sites. Jordan is a quick learner, professional, accurate and personable. Another talented cricketer, Jordan is engaged to his fiancé Abbey, is passionate about Cricket, playing locally for Littlehampton Cricket Club and is an avid supporter of Manchester United.
Natasha Neal BA(Hons)– Paraplanner/Trainee Adviser
Natasha joined us in March 2017, has a background in recruitment and is academically very able, being the possessor of a 2:1 honours degree in Sociology from Goldsmith’s University, London.
She is training to be an IFA while being a vital part of our business support team, providing technical paraplanning services. A real team player with a strong customer service ethic, she is an active member at Arun Community Church; married to Toby, with whom she has just bought her first new home.
Jacky Moore – Business Support Administrator
Jacky joined the Business Support Team in July 2018, having worked for the NatWest banking group as a Branch Manager for over 20 years. She has enhanced the team with her existing knowledge of financial services and excellent client facing skills.
She is married to Russell, who is a dedicated member of the Fire Service, and they spend their spare time together caring for their beautiful black labrador, Sophie.
Antonia Saunders BA(Hons) – Trainee Paraplanner/Business Support
Antonia joined the team in May 2019, having recently graduated with 2:1 in International Business from Portsmouth University. A very fast learner she has quickly settled into the team.