Team Members

Daniel Mellor

Daniel
Wealth Planner

I have worked in financial services since 2008. Since starting my career, I have learnt that a client’s goals and objectives are key when creating the right financial plan.

I work with clients across the South East and London, primarily working with business owners and senior professionals across a number of industries. We start with your goals, not with products. I explain things in plain English, I tell you when something is not worth doing, and I stay with you when life changes the plan, because it usually does.

Outside work I am with my partner Sara and our two dogs Gatsby and Toshi, usually walking somewhere in the Chiltern Hills. I play guitar too, at home and my local acoustic guitar club.

Vita Planning Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.. www.fca.org.uk/firms/systems-reporting/register.

Vita Planning Ltd is entered on the FCA register ( https://register.fca.org.uk/) under reference 1001393
Registered address Vita Planning, Windsor House, Cornwall Rd, Harrogate, HG1 2PW company number 13520038
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