Partners

Laurie Mellor B.Sc (Hons) MLIBF DipFa

Laurie Mellor

Laurie jointly heads the Practice, with almost 40 years’ experience in financial services. He has particular strengths in the area of investment, having invested over £85 million for clients over the years. He combines caution with a flair for emerging markets.
The author of three published books, Laurie has a special passion for India (and its food) and was once a professional musician, although a piano player of strictly limited ability. His interests include reading, writing, cricket and current events.

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Brenda Mellor B.Sc (Hons) MLIBF DipFa

Brenda Mellor

Brenda has over 15 years’ experience in financial services and is a general practitioner with particular expertise in pension planning, estate planning, investing for income and funding for long-term care. She enjoys working with clients comprehensively to ensure the best outcome at times of difficulty and change, including divorce, bereavement and retirement.

Her interests include music (a trained classical pianist), travel and food and she enjoys spending time with family and friends walking in Southern Spain. She jointly leads the Practice with Laurie.

Advisers

Mark Rose

Mark Rose
DipFA MLIBF
Profile

James Rixon

James Rixon
CeFA MLIBFProfile

Jon McCadden

Jon McCadden
CeRER DipFA MLIBFProfile

Steven Godfrey

Steven Godfrey
CeFA MLIBFProfile

Tim Waite

Tim Waite
DipFAProfile

Jamie Mellor

Jamie Mellor
DipFA MLIBFProfile

Sam Mellor

Sam Mellor
B.A (Hons) DipFAProfile

Joe Froud

Joe Froud
APFS Cert(DM)Profile

Graham Rees

Graham Rees
DipFA MLIBFProfile

Business Support Staff

Hilary Peyman
Carol joined us recently after a 26 year career with Family Investments in Brighton, where she was HR Director, reporting directly to their Board. She was instrumental in the rapid growth of the company, and combines vision with the ability to grasp detail and see a project through to completion.

She is perceptive and intuitive and has strong interpersonal skills. She is overseeing the opening of our second office in Worthing in August/September and is already making a major contribution to the expansion of the Practice.

Carol is a keen gardener and hedgehog preservationist!

Hilary Peyman
Hilary is our Office Manager and has been with the Practice for nearly 10 years. She combines superb secretarial skills with a warm professionalism.

She has two grown-up children and five grandchildren, and dances modern jive, which she loves.

Jordan Atkinson
Jordan joined us in June 2015 and is already a key member of our Business Support staff. A quick learner, accurate and personable, his academic ability will stand him in good stead in his future career with the Practice.
Another talented cricketer, Jordan has been captain of Littlehampton league 2nd team for several years and shows a maturity beyond his years.
Jordan Atkinson
Natasha has a background in recruitment and is academically very able, being the possessor of a 2:1 honours degree in Sociology from Goldsmith’s University, London.

She is part of the expanding business support team and possesses strong IT skills. A real team player with a strong customer service ethic, she is an active member at Arun Community Church; married to Toby, she makes her home in East Preston.

 
Testimonial
“Mrs Brenda Mellor became my financial adviser in 2006. Because of the quality of advice she has given, my financial affairs are in a much healthier state than when she took over my portfolio. The investments she recommended have performed extremely well in spite of the challenging economic climate.
Apart from her professional expertise, I have also appreciated her sensitivity, patience and tact during difficult times within the family including the sudden and unexpected death of my husband in 2012. Apart from the emotional impact, I found myself coping with his idiosyncratic filing system and the demands of the Revenue for detailed information which did not appear to be available.
She has been scrupulous in pointing out and explaining all the implications of various courses of action for all of the family and I am grateful for her advice and support. It will be clear from the above that I feel able to recommend her wholeheartedly

– Mrs Ritzema