Connery House, Repton Place
White Lion Road
Amersham, Buckinghamshire HP7 9LP
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Wealth Planning, Financial Planning, including Cashflow Modelling and Life Planning, an all encompassing holistic approach. Areas covered include advice and planning on retirement, investment, tax, estate planning, insurance, education, divorce, sudden wealth, business transition and succession. Christopher is also a Registered Life Planner having qualified with the Kinder Institute of Life Planning. This means that Christopherâ€™s Financial Planning advice is centred around a Clientâ€™s aims, ambitions, aspirations and goals. The client comes first, their money second.
About My Practice
In March 1993 Christopher co-founded his own IFA Practice known as Mellor Associates Limited, trading as The Financial Management Group. The business was sold to Succession Holdings in January 2014 as one of five firms who came together to form Succession Group Limited, now one of the fastest growing Wealth Management businesses in the UK. Succession Group sets out to help their clients identify, achieve and maintain their desired lifestyle tax efficiently without the fear of running out of money. Clients obtain peace of mind, financial security and the confidence to achieve their desired lifestyle.
About Christopher Mellor
Christopher is 55 and has been married to Karen for 29 years. They have two sons. Tom graduated from Nottingham University, achieved a MA in Sports Journalism, and is now working for one of the UK's leading Sports PR Companies. Joshua is in his final year at Birmingham University studying Ancient History and Archaeology with Ancient Languages. The family have lived in Amersham for over 25 years.
Over the years Christopher has been a School Governor, a member of various Parent Teacher Associations, some of which he has Chaired, and stood as a candidate in local elections.
His passions include his family, supporting his sons, friends, super cars, presenting and acting with local drama groups and watching most small ball sports. An aging back means that Christopher no longer plays many of them!
He is regularly called on to MC events and loves the theatre, cinema, eating out, good food and red wine--Spanish Rioja, Faustino 1 being a very favourite choice.
Christopher plays golf with a passion off a handicap of 10 at Harewood Downs Golf Club and Scuba Dives when he can, being qualified to the level of Rescue Diver.
Christopher raises vast sums of money for various Charities by participating in Charity Fund Raising Challenges and organising Charity Fund Raising Balls for which he continues to chair organising committees. Over the years Christopher has developed a varied and well-established client base working in the personal and corporate markets. Business derives from existing clients, professional connections, recommendations, and referrals. He has now worked continuously with some clients for over 25 years.
In business Christopher has over 35 years of experience in Financial Services enabling him to develop a wealth of knowledge. Besides being a highly competent and qualified Financial Planner, whose reputation has been built on his integrity, Christopher has been influential in a number of related successful businesses and start up projects.
Ideal clients would be 40 years and upwards, male or female, married, single, divorced, net investable assets in excess of Â£250,000, approaching at or already within retirement, both not working and working, clients with a wish to establish their aims, ambitions, aspirations and goals and to understand the financial implications of realising and achieving them.
RLP®, Cert CII, DipPFS, Cert CII(MP)
Initial two hour complimentary Discovery meeting. Then if engagement progresses, fee based, three service levels dependant upon service required and assets under management
RLP ® Since
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