Alister Mellor

ACII CertPFS
Wealth Planner

Alister is one of the founder members of Succession Group and has worked exclusively in financial services since completing an HND in Business Studies at Central London Polytechnic back in 1982.

Alister helps clients make informed choices by agreeing financial priorities and providing a personal wealth management service designed to meet immediate priorities as well as plan for the longer-term.  His in-depth knowledge and sophisticated use of cashflow modelling helps clients plan their lifestyle, set financial targets and achieve their long term financial goals.

Alister’s hobbies include running, golf and rugby. Alister is married with two children, one of whom also works in financial services. Alister’s qualifications include ACII and CertPFS.

01494 358000 / 07976 258 818

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