about us our wealth planners daniel mellor
Associate Wealth Planner
Diploma in Financial Planning (DipPFS)
Daniel has a long history working in Financial Services, initially in Private Banking before making the move into Financial Advice. He specialises in Retirement planning and Investment planning, tailoring plans to meet his client's objectives.
"I am a keen amateur cyclist, riding for my local club. I also have two Fox Terriers who take up the rest of my free time."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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