Brian Mellor Financial Services is an independently owned financial planning practice based in Leek, Staffordshire. With a strong team of holistic financial planners, paraplanners, and client support, we are committed to providing truly independent and…
Brian Mellor Financial Services is an independently owned financial planning practice based in Leek, Staffordshire, staffed by holistic financial planners, paraplanners, and client support specialists. The practice delivers independent financial planning emphasizing tax-efficient investment strategy and retirement preparation for high-net-worth individuals and business owners. Business owners and affluent individuals seeking independent financial advice form the natural referral base, particularly those with complex tax situations or significant accumulated wealth. A referral makes sense when clients need coordinated financial planning grounded in independent analysis rather than product-led advice. These clients typically require estate planning lawyers for succession structure, accountants for ongoing tax optimization, and commercial mortgage brokers as their businesses and personal wealth expand.