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Mr GD & JD

We have been using Brian Mellor FS for nearly 4 years and have been very happy with the knowledge and professionalism of all the staff we’ve encountered. We value our one to one sessions as they enable us to explore different options and we find the Cashflow Modelling sessions useful with our future financial planning.

John Alexander

“How long will our money last?” Well that’s a question that my wife Ann has been asking me on a regular basis ever since we retired a few years ago! Being an accountant, the value of our investment portfolio has been fairly easy for me to follow, particularly as we have used Brian Mellor Financial Services for investment, mortgage and general financial advice for 22 years now and the advice we have received from Brian and his team during this time has been excellent. For Ann, however, being the more cautious one, she really did need a lot more convincing that we were not going to ‘run out of money’! So when Brian mentioned that his firm, as a part of the Life Planning Guidance, had invested in a new Cash Flow service, which spelled out in great detail just what the predicted value of investments would be over the years to come, I jumped at the chance for Brian to reassure Ann that ‘all was well’ with our finances. It worked! After setting our current and future forecast levels of expenditure, we sat with Brian for around an hour, during which time he and his team presented in visual format (with fully detailed printed version to follow) the predicted value of our investments over the years to come.  The information and values can be very quickly and easily adjusted to suit changing circumstances, making holistic financial planning very much easier to understand.  I would fully recommend this service to anyone seeking to have a clear path of their future finances. It’s so good that Ann no longer asks me…..”how long will our money last?” Thanks Brian!

Andrew and Patsy Lawton

We approached Brian 5 years ago when we suspected we had been mis-sold a pension by another adviser.  This he confirmed and assisted us to obtain compensation for our mistake.  Brian identified that our remaining pensions would perform better within an alternative arrangement.  The funds have grown well enabling us to retire early at 56 and 57.  The Voyant cash flow forecasting tool has enabled us to predict that we will have sufficient funds for the remainder of our lives.

Barry Goodfellow

From first stepping over the threshold at Brian Mellor offices our customer experience has been second to none. The knowledge, professionalism and personal attention offered to us by Brian and his staff has given us the guidance and confidence to implement our retirement plan. With sensible planning we have been able to retire early, achieve a few life long wishes, plan for a few more and above all - enjoy life today whilst we are reasonably fit and able.....hey you never know what’s around the corner!

Russell House
20 Stockwell Street
Leek
ST13 6DS

01538 371 288 admin@brianmellorfs.co.uk


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