Practical Guidance on Life, Money and Retirement Planning.
Discover the steps to set meaningful, achievable goals and financial objectives.
Make confident decisions to maximise the quality of your life, including your financial returns.
Live the life that you desire with confidence.
Hello, please let me introduce myself. I’m Chris Mellor.
I have been married to Karen for over 39 wonderful years. Together, we have built a life in Amersham, where we have lived since 1986, raising two fantastic sons alongside our two delightful Norfolk Terriers.
My career in Financial Services spans 43 years, during which I have primarily worked as an Independent Financial and Wealth Management Adviser. I had the privilege of guiding private clients, families, and business owners, always underpinned by a passion for coaching and mentoring.
In 1993, Karen and I co-founded Mellor Associates Limited, trading as The Financial Management Group. We successfully grew and sold the business in 2014, before being involved in the co-founding of Succession Group Limited (now Succession Wealth). Succession became the UK’s largest independent wealth management firm and was acquired by Aviva in 2022.
These experiences have shaped my perspective and approach. Over the years, I have seen the challenges and opportunities life can present—and I have learned what it takes to overcome them. Now, I am committed to sharing this expertise through practical guidance that helps others turn their aspirations into reality.
As a Coach and Wealth Planner, I have built a reputation for integrity and personal connection.
I am also proud to be a Registered Life Planner and Master of Life Planning, accredited by The Kinder Institute of Life Planning.
My work focuses on helping individuals define and achieve their goals and ambitions—empowering them to live more fulfilling lives.
Member - The Association for Coaching
Registered Life Planner® (RLP®) – Kinder Institute
Accredited Mediator – Mediation Skills for Alternative Dispute Resolution,
School of Psychotherapy & Counselling Psychology
What if you could partner with a Life, Money, and Retirement Coach, who puts your goals, aspirations, and life at the heart of the process?
A Coach who speaks your language and helps you focus on the things you might overlook, underestimate, or delay. Someone who nudges you toward what truly matters. (Yes, I have been called a “nag”—but always for the right reasons!)
“You don't know, what you don't know, until you realise that you don't know it.”
I work with you to identify, achieve, and maintain your desired lifestyle—tax efficiently and with the confidence that your resources will last. Through this collaboration, you gain:
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