Brian Mellor Financial Services
Based in Leek, Staffordshire, Brian Mellor Financial Services is an independently owned financial planning practice. We specialise in the provision of simple, honest and impartial advice to private and corporate clients. The clients we work with are typically based within 20 miles of our office. They include business owners and individuals who are retired or approaching retirement and want to take control of their financial future. We adopt an approach that extends beyond traditional financial advice - we don’t believe in selling products. Instead we create a personalised financial plan, tailored to your circumstances and stage of life or business growth. Our focus is on establishing long-term, trusted relationships. We demystify investments and empower you to make decisions about your future and your finances. Over time we remain committed to identifying any factors that may alter the anticipated outcomes and provide a balanced, realistic view of your situation.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 12 verified contacts at Brian Mellor Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BM
Brian Mellor
Financial Planner · Finance & Accounting
EmailPhone - CH
Charlie Hollins
Financial Planner · Finance & Accounting
EmailPhone - JC
Jane Collins
Chartered Financial Planner · Finance & Accounting
EmailPhone - JH
Jayne Hollins
Compliance & Ifa Practice Manager · Other
EmailPhone - LH
Lauren Heath
Administrator · Operations
EmailPhone - PB
Paul Back
Paraplanner · Finance & Accounting
EmailPhone - TR
Tracy Reynolds
Client Services · Customer/Client Service
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Brian Mellor Financial Services
9 distinct titles indexed · top 9 shown.
- 3financial planner
- 1administrator
- 1chartered financial planner
- 1client services
- 1compliance & ifa practice manager
- 1consultant
- 1financial advisor
- 1independent financial advisor
- 1paraplanner
Sign up to unlock all 12 contacts at Brian Mellor Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Brian Mellor Financial Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.