Daniel Mellor – Harrogate

Associate Planner

Daniel has worked in financial services for 10 years, where he initially began his career working for a Private Bank in Leeds and subsequently London before making the move into financial advice in his native Yorkshire.

Daniel was drawn to the important work Financial Advisers do for their clients and self-funded his exams with CII to earn his Diploma in Regulated Financial Planning and is now on his way to becoming chartered following completion of AF3 and additional J0 exams to acquire further credits. He hopes to earn his Chartered status stated by the end of 2020. Daniel believes that putting the client at the heart of every decision you make is the key to good financial planning, and he takes great pride in finding the solution to ensure the client’s objective is fulfilled.

In his spare time, Daniel can usually be found cycling or walking his Wire Fox Terriers Gatsby and Zelda with his partner Anna.

07769 471044

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