Financial adviser Petersfield.
Based near the town centre, De Mellow & Co offers trusted financial advice to individuals, families, and business owners in and around Petersfield. Our team is here to help you plan ahead with confidence.
Putting you first, no matter what stage of life you’re at.
Whether you’re just starting out or planning your legacy, our experienced Financial Planners in Petersfield will help you take control of your money, with support tailored to your circumstances.
Mortgage and financial advice for young families in Petersfield.
It’s easy to feel overwhelmed during these early, pivotal years of your life. Between nursery runs, career moves, and sleepless nights, thinking about money can fall to the bottom of the list. That’s doubly true when it comes to long-term financial planning.
That’s where we come in. We’ve helped many young families in Petersfield and nearby villages get to grips with their finances. Whether you’re buying your first home, setting up a Junior ISA, or reviewing your protection needs, our independent Financial Planners near Petersfield will bring clarity and structure, so you can focus on what matters most.
Pension and retirement planning in Petersfield.
Even if retirement still feels some way off, the decisions you make now will shape your future lifestyle. Pensions, tax, and investment planning can be complex, and it’s not always clear where to begin.
Our Financial Planners offer clear, personal pension advice in Petersfield and beyond. Through powerful cashflow tools and personalised retirement planning strategies, we’ll help you make confident decisions, and approach the years ahead on your own terms.
Inheritance and estate planning advice in Petersfield.
You’ve worked hard to build your wealth. Now it’s time to make sure it’s protected and passed on in the right way. Inheritance Tax, gifting, and care planning can all play a part, but the rules are far from simple.
At De Mellow & Co, we provide careful, considered estate planning and tax advice to clients across Petersfield. From understanding allowances to setting up trusts and protecting your estate, we’ll guide you through each step, with your legacy and loved ones in mind.
Wealth management and tax planning for business owners in Petersfield.
As a business owner, your time is pulled in every direction, and your personal finances can suffer as a result. Whether it’s pension planning, extracting profits tax-efficiently, or preparing for an eventual exit, we’re here to help.
Our team has worked with many successful, time-poor entrepreneurs across Petersfield, helping them regain control of their wealth. Our business Financial Planners in Petersfield will help you explore tax planning strategies, put protection in place, and build a long-term financial plan for life after business.
Your questions, answered.
The financial planning process can raise a lot of questions. Here are some of the most common queries we hear from our Petersfield clients.
Where are meetings held in Petersfield?
You’re welcome to visit our Petersfield office at Unit 2 Buckmore Studios, Buckmore Farm, Beckham Lane, Petersfield, GU32 3BU. We can also arrange virtual meetings via Zoom or Teams, or come to you, if that’s easier.
Is financial advice in Petersfield regulated?
Yes. De Mellow & Co is an Appointed Representative of St. James’s Place, which is authorised and regulated by the Financial Conduct Authority.
Do you charge for an initial consultation?
No. We offer a no-obligation meeting to explore how we might be able to help. You’ll leave with insight, whether you decide to proceed or not.
Can you help with pensions and retirement planning in Petersfield?
Absolutely. Our passion is providing tailored retirement planning and pension advice in Petersfield, helping you prepare for the future with confidence.
Do you offer estate and tax planning in Petersfield?
Yes. Our experts will help you understand how Inheritance Tax could affect your estate, and explore ways to pass on wealth efficiently and in line with your wishes.