Our process.

This no obligation meeting lasts 90 minutes, which is plenty of time for you to get to know us a little better, and gain a deeper understanding of what we do and how we work. At the same time, we’ll discuss what you want for both your finances and your life, so you start off with clear objectives in mind.

There’s no obligation whatsoever to proceed if you don’t feel we’re the right fit for you. Nevertheless, this meeting might just give you a new and valuable perspective, and get you thinking about how to make the most of what you have.

Building your ideal financial future starts with an examination of your financial past. Once you’ve completed a little bit of paperwork under our guidance, the De Mellow & Co experts can begin looking in detail at how you’ve built your wealth.

You won’t need to lift a finger, as our team will take the hassle away and contact any relevant third parties on your behalf. In the process, we’ll identify areas for improvement, and begin to form ideas around the best way to achieve your goals.

After your assessment has been completed, you’ll be invited to a 60-minute meeting to reveal your personalised financial plan. You’ll have the opportunity to discuss it in detail with your dedicated Planner, and really get to grips with what it covers.

It’s possible your plan could contain sophisticated investment and tax structures to grow and protect your wealth. Everything will be presented and explained in plain English, so you’re never in the dark about the support you’ll receive as our client.

If you’re happy with the suggestions shared in your financial plan, our specialists will implement them on your behalf. From liaising with product providers to handling essential paperwork, we’ll do whatever’s necessary to put the wheels in motion.

There’s nothing worse than being unclear about progress, but you won’t need to worry about that with us. Your team will keep a line of communication open at all times, and make sure you’re kept in the loop with transfers, account openings, and everything in between.

As a De Mellow & Co client, you can expect to be looked after both now and in the future. You’ll have regular meetings, at least once a year, to review the progress and performance of your assets and make any necessary adjustments to your plan.

It’s our aim that these regular meetings become more like a catch-up with old friends than a formal event. And as you go through the twists and turns of life, we’ll be by your side every step of the way.