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Financial advice that cares.

As a family-run business, we know the importance of financial security for you and your loved ones, no matter what stage of life you’re at. That’s the De Mellow & Co difference.

Why choose us

A place where you come first.

It’s never too late, or too early to make a positive difference to your financial position. Wherever you are in your journey, we’re here to help.

Starting family life

Thinking about retirement

Passing on wealth

Running a business

Words of praise from valued clients.

Delivering the highest standards of professionalism? Don’t just take our word for it. Here, real clients share their experiences, and reveal why they’d be delighted to recommend us.

They’ve helped me plan for whatever life throws at me.

Pete Hodgson

Whatever life brings next, I know I’ve got someone to guide me.

Cate Skeat

We’re no longer anxious; we feel genuinely reassured now.

Steve and Karen Baker

Jodie gave me the confidence that I could retire early.

Shiralee Curtis

Mark’s advice has taken a huge weight off our shoulders.

Gary and Sandra Duff
1 / 5

99.370%

believe working with us has helped or will help them achieve their financial goals.

91.720%

would recommend us to family, friends, or work associates.

99.370%

are satisfied with the speed of response from their adviser.

Our ratings and reviews.

De Mellow & Co Ltd profile

The team behind it all.

Experienced. Professional. Caring. Just some of the qualities shared by every single member of your De Mellow & Co team. Meet them here.

Discover more about us

Chris de Mellow

Director and
Chartered Financial Planner
Meet Chris

Jennie Watkiss

Director
Meet Jennie

Mark Watkiss

Director and
Financial Planner
Meet Mark

James Burgess

Chartered
Financial Planner
Meet James

Gabriel Hooton

Chartered
Financial Planner
Meet Gabriel

Richard Polson

Financial
Planner
Meet Richard

Jodie Phelps

Financial
Planner
Meet Jodie

Rob Gibbens

Financial
Planner
Meet Rob

Will Kersley

Financial
Planner
Meet Will

Yasmin Barlow-Mills

Financial
Planner
Meet Yasmin

Charlee Lovell

Operations
Director
Meet Charlee

Natasha Brown

Head of
People & Culture
Meet Natasha

Lauren Rietzler

Head of
Client Servicing
Meet Lauren

Chelsea Cobbold

Head
of Paraplanning
Meet Chelsea

Coral Barnsley

Senior Client
Servicing Manager
Meet Coral

Daisy Harrington

Client
Servicing Manager
Meet Daisy

Baran Sener

Client
Servicing Manager
Meet Baran

Abigail Moore

Client
Servicing Manager
Meet Abigail

Jessica Monk

Client
Servicing Manager
Meet Jessica

Reuben Budd

Paraplanner
Meet Reuben

Tom Drew

Paraplanner
Meet Tom

Freya Stanger

Marketing and
Events Coordinator
Meet Freya

Alona Bondarenko

Marketing
Manager
Meet Alona

Nahid Khair

Trainee
Financial Planner
Meet Nahid

Trevor Caborn

Graduate Financial
Services Administrator
Meet Trevor

Charlie Porter

Financial
Administrator
Meet Charlie

Beth Williamson

Graduate
Financial Planner
Meet Beth

Sarah Dexter

Business
Administrator
Meet Sarah

Five steps to worry-free finances.

Life can be complicated, but money doesn’t have to be. As our client, you’ll follow five simple steps to get your financial affairs in order, once and for all.

Show the whole process

Initial meeting.

You’ll get to know us a little better, and at the same time discuss what you want for both your finances and your life, in this no obligation 90-minute chat.

Research time.

Your financial future starts in the past, with an examination of how you’ve built your wealth. Our experts will take the hassle away, contacting third parties on your behalf.

Your unique plan.

You’ll be presented with our recommendations at a meeting to discuss your personalised financial plan, which addresses all your goals for growing and protecting your wealth.

Taking action.

If you’re happy with our suggestions, our specialists will implement them for you. From liaising with providers to handling paperwork, we’ll do what’s needed to get you going.

Ongoing support.

As our client, you’ll be looked after both now and in the future. Expect regular meetings to review your progress, and adjust your plan in line with your life’s twists and turns.

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Rising stars, runners-up, and a return to the golf course – Your de Mellow & Co team update

Read all the latest from the de Mellow & Co team in your monthly update, from award nominations to football finals and the return of our annual Charity Golf Day.

Read further
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The important role of diversification in your investment portfolio

Diversification is key to spreading investment risk and can help your portfolio ride out dips in specific markets or regions, all while providing peace of mind

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5 European cities that come alive in autumn

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From welly wanging to the Women in Finance Awards – Your de Mellow & Co team update

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Resources.

This useful library of information is designed to help you feel better informed about financial planning and how to grow and protect your money. Dive in.

Become more money confident

Take the next step.

If you’re ready to get started, leave your details here, and one of our friendly team members will get back in touch. Financial peace of mind awaits.

    The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

    The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website here. The “St. James’s Place Partnership” and the titles “Partner” and “Partner Practice” are marketing terms used to describe St. James’s Place representatives.

    De Mellow & Co is a trading name of De Mellow & Co Ltd. De Mellow & Co Ltd is registered in England and Wales, Number 14704560. Registered Office: The Old Calf Pen, Park Farm, East Street, Hambledon, Hampshire, PO7 4SB.

    SJP Approved 02/09/2026.

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