Daniel Mellor

Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £8 billion of client funds for more than 20,000 individuals, families and corporations. Founded in 2009, what we have achieved in terms of growth is truly remarkable and, crucially, we have retained our independence. The Succession team includes 600 dedicated individuals located at 12 regional offices right across the breadth of the UK. Our 170 outstanding and highly qualified wealth planners work closely and in a position of trust with clients on a bespoke basis across issues such as estate planning, pension transfer, taxation, intergenerational planning, investment and trusts. The focus is always to help clients achieve their fullest financial potential, giving them clarity around their lifetime financial goals and making these goals a living reality. Ensuring all clients receive personal and exemplary service is at the heart of Succession’s ethos. We are proud to deliver a local service nationally. To ensure you receive the service Succession Wealth prides itself on, we have appointed from our team of advisers, Daniel Mellor as your dedicated Wealth Planner. We believe Daniel will be able to help you achieve your financial objectives by developing a close relationship with you to ascertain what is important to you and putting in place recommendations that will work towards achieving your financial objectives. Daniel has worked within Financial Services since 2009, where he initially started his career working for Lloyds Private Banking in Leeds, before moving to their Mayfair office in London. Within Lloyds Private Banking, Daniel looked after the financial needs of a portfolio of High Net Worth Clients, helping them with their banking and advice needs before moving back to his native Leeds where he began his career with Succession Wealth. Despite making the move back to Yorkshire, Daniel has returned to London to carry on his career within Succession Wealth. Daniel is a member of the Chartered Insurance Institute and the Personal Finance Society, holding the Diploma in Regulated Financial Advice, and is authorised via Succession Wealth to provide Regulated Financial Advice to UK based clients. In addition to holding his Diploma in Regulated Financial Advice, in Daniel’s career he has obtained the Certificate in Pension Transfers Advice, the Certificate in Securities Advice and Dealing, the Certificate in Discretionary Investment Management as well as the Award in Long Term Care Insurance. These qualifications allow Daniel to call on a vast knowledge of financial services to provide beneficial financial planning strategies to his clients. When not helping his clients, Daniel can usually be found cycling or playing guitar, as well as walking with his two dogs Gatsby and Toshi with his partner Sara.