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de Mellow & Co Wealth Management

Core products/services: Financial Advice, Investment Planning Advice, Retirement Planning Advice, Wealth Management Protection, Tax & Estate Planning, Inheritance Tax Planning, Later Life Planning

Business Summary

Nothing is more important than planning for a secure financial future. Legislation, regulation, tax rules and investment choice have all become increasingly complex. For many people and businesses, that complexity has put financial planning firmly into the too difficult category. That’s where we come in. My name is Chris de Mellow and I have over 35 years of experience in the financial services industry. My Practice consists of a small team who will work with you to help achieve your financial goals.

  • maximising returns and income from your investments
  • protecting you and your family
  • investing to help put your children through university
  • saving for the holiday of a lifetime
  • planning for your retirement
  • protecting your wealth
  • exit and succession planning for your business*

We won’t complicate things. We’ll explain what’s possible in clear, plain language. Our aim is always to ensure that you understand what we’re proposing, that you’re comfortable with it, and that the goals we agree are realistic and achievable.

We are proud to be based in Clanfield, in the middle of the community we serve and to be entrusted with funds which we invest on our clients’ behalf.

We do our very best to earn and keep that trust.

The value of an investment with St James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Exit strategies may include the referral to a service that is separate and distinct to those offered by St James’s Place.

de Mellow & Co Wealth Management represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out
on the Group's website www.sjp.co.uk/products.

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Contact details:

Address:
32 Drift Road,
Clanfield
Hampshire
PO8 0JL

Telephone:
02392 595 922
Mobile:
07884 493 275

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de Mellow & Co Wealth Management

Online links:

Opening hours:

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: Appointment by arrangement
Sunday: Closed

Location:


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