Brian Mellor Financial Services
Founded in 1993, Brian Mellor Financial Services is a financial planning practice that provides independent financial advice. The team includes financial planners, paraplanners, and client support staff who focus on serving clients.
- Paraplanning services
- Client support services
- Holistic financial planning
- Independent financial advice
Locations
Company Details
Brian Mellor Financial Services is operated by Brian Mellor Financial Services Limited and is a Active company incorporated on 17 January 2011 with the registered office located in Leek, Staffordshire. Brian Mellor Financial Services Limited was registered 14 years ago.
Status
Active
Size
Small
Directors
3
Age
14 years old
Employees
21
Turnover
Unreported
Total Assets
£1.74M
Cash in Bank
£438.79K
Total Liabilities
-£112.71K
Teams
11
9
1
1
Compliance Manager • Joined Mar 2024
Administrator
Consultant • Joined Jan 1999
Paraplanner • Joined Jan 2021
Financial Planner • Joined Jan 1993
Financial Planner • Joined Oct 2020
Client Services • Joined May 2021
Financial Advisor
Chartered Financial Planner • Joined Dec 2017
Independent Financial Advisor • Joined Jun 2014
Compliance Manager • Joined Mar 2024
Consultant • Joined Jan 1999
Paraplanner • Joined Jan 2021
Financial Planner • Joined Jan 1993
Financial Planner • Joined Oct 2020
Financial Advisor
Chartered Financial Planner • Joined Dec 2017
Independent Financial Advisor • Joined Jun 2014
Financial Planner • Joined Sep 2020
Client Services • Joined May 2021
Administrator
View 11 members