Brian Mellor Financial Services Limited

Brian Mellor Financial Services Limited Today, Brian Mellor Financial Services employ a small efficient team to deliver simple, honest and impartial financial advice.

Founded in 1993, Brian Mellor Financial Services are a leading financial planning practice who are committed to providing truly independent financial advice

We put people at the centre of what we do & to help our clients turn their dreams into reality. We maintain the highest of professional and ethical standards - so our clients have confidence that they’re dealing with a team of experts, wholly committed to their needs.

03/07/2026

Leek Cricket Club would like to extend a huge thank you to Ornua Foods for sponsoring our annual Beer Festival.

Ornua have been a valued long-term supporter of the club, and their continued backing plays a vital role in helping us grow both on and off the field. We are incredibly grateful for their ongoing commitment to Leek Cricket Club and for their sponsorship of this year’s festival.

Partnerships like this are built on shared values, community spirit, and mutual support, and we are proud to have Ornua alongside us. We look forward to continuing this fantastic relationship for many years to come.

Thank you for your loyalty, generosity, and continued support.

lifeatornuafoodsleek

30/06/2026

At Brian Mellor FS, we use cashflow modelling to give clients a clear picture of their financial future.

Stepping into retirement is exciting, but it also reshapes your financial world. Cashflow forecasting helps you see clearly whether your savings, pensions, and investments can support the life you’re planning. By modelling your finances year by year, you gain confidence in three essentials:

- How much do I have

- How long will it last

- Is it enough

Cashflow modelling turns complex information into simple, visual insight — helping you make informed decisions about retirement, lifestyle choices, gifting, and long‑term security.

Please contact us today at [email protected] or 01538 371288 to discover how we can support your financial needs.

🌱 Spring 2026 kept markets on edge.UK inflation cooled slightly (3.3% → 2.8%), rates stayed at 3.75%, and the FTSE 100 c...
25/06/2026

🌱 Spring 2026 kept markets on edge.

UK inflation cooled slightly (3.3% → 2.8%), rates stayed at 3.75%, and the FTSE 100 clawed back March losses thanks to defensives, exporters and later a cyclical rebound. Bond markets stayed twitchy, but consumer confidence helped lift sentiment.

In the US, geopolitics and rising oil prices rattled investors, yet stocks roared back after a soft Q1. Big tech and AI names led the charge. Inflation stayed stubborn, the Fed held rates at 3.5–3.75%, and confidence lagged even as markets hit record highs.

Spring 2026 brought volatility and easing UK inflation, with equities rebounding globally despite geopolitical risks, rising yields and persistent inflation pressures.

We’re delighted to welcome Stephanie Clancy to the team as our newest Financial Adviser. Steph brings extensive experien...
18/06/2026

We’re delighted to welcome Stephanie Clancy to the team as our newest Financial Adviser.

Steph brings extensive experience and a strong track record supporting clients with pension planning, in particular end‑of‑tax‑year calculations, as well as estate planning and investment advice..

Having previously worked closely with accountants, she offers a deep understanding of complex financial planning needs and delivers advice with clarity and precision.

We’re excited to have her on board as we continue to strengthen the support we provide to our clients.

After years of dedication and expertise within our practice we say congratulations to Lisa Critchley on her retirement ....
10/06/2026

After years of dedication and expertise within our practice we say congratulations to Lisa Critchley on her retirement . Joining us from Britannia, Lisa quickly became our go‑to specialist in cashflow planning, helping countless clients achieve their goals, fulfil their aspirations, and fittingly, retire with confidence themselves.

Her contribution has transformed the way we serve our clients, and that influence will carry forward long after her retirement.

We’re delighted to share that Lisa’s role is now in the safe and capable hands of Lindsay and Tara, who will continue the exceptional standard she set.

Thank you, Lisa, for everything you’ve brought to the team and to the people you’ve helped along the way. Wishing you a joyful and well‑earned retirement.

22/05/2026

🔒 Protect Your Family’s Future With One Simple Form

Most people don’t realise this… 👉 You can’t leave your pension in your will.

That’s why completing an expression of wish form is essential. It tells your pension provider who should receive your pension when you die — making sure your money goes to the people you care about.

Why it matters:
- Ensures your pension goes to the right people
- Gives your loved ones clarity at a difficult time
- Avoids delays, confusion and tax complications
- Must be kept up to date as life changes

With new inheritance tax rules coming in 2027, keeping this form current is more important than ever.

A few minutes today can save your family stress tomorrow. A small action — a big impact.

A huge congratulations to Angela Luznyj on reaching 10 years with BMFS.Ange joined us after an impressive 15‑year career...
08/05/2026

A huge congratulations to Angela Luznyj on reaching 10 years with BMFS.

Ange joined us after an impressive 15‑year career with Britannia Co‑Op, and her expertise, commitment and team spirit have made her an invaluable part of our company.

Thank you, Angela, for a decade of outstanding service and contribution.

✨ Life by Design – Seminar Success ✨We’re pleased to share the success of our recent Life by Design seminar.Bringing tog...
06/05/2026

✨ Life by Design – Seminar Success ✨

We’re pleased to share the success of our recent Life by Design seminar.

Bringing together clients and professional connections, the session focused on key topics including:
• Timeless Lessons in Investing
• Tax Changes & Inheritance Tax Planning
• Intergenerational Planning
• Popular Holiday Destinations

It was an engaging and insightful discussion, highlighting how thoughtful financial planning can help protect wealth and support future generations.

A sincere thank you to everyone who attended and contributed to making the event such a success.

- Vanguard
- Puma Investments
- TF Travel Ltd

We look forward to welcoming you to our next seminar.

Huge congratulations to Charlie for completing the Manchester Marathon, and to Eliza and Angela for smashing the London ...
01/05/2026

Huge congratulations to Charlie for completing the Manchester Marathon, and to Eliza and Angela for smashing the London Marathon! 🏃‍♂️🏃‍♀️

All that training paid off—what an incredible achievement. Enjoy those well-earned medals! 🏅👏

Big weekend ahead for BMFS! 🏃‍♀️🏃‍♀️We’re proud to have two more of our runners taking on the London Marathon this weeke...
24/04/2026

Big weekend ahead for BMFS! 🏃‍♀️🏃‍♀️

We’re proud to have two more of our runners taking on the London Marathon this weekend — Eliza and Angela!

Eliza is running in support of Huntington’s Disease. If you can, please show your support and sponsor her here: https://www.justgiving.com/page/eliza-shenton-1760547643644

Angela is representing Staffordshire Moorlands AC — we’re cheering you all the way!

Wishing both of you the very best of luck from everyone at BMFS. Go smash it! 💪🎉

Address

Russell House, 20 Stockwell Street
Leek
ST137AF

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