Company
Position
Partner
Index
Accountants & Tax Advisers
Location
London
Advice type
Estate planning
Succession planning
Tax planning
Asset Class
Landed estates
Trusts
Client type
Entrepreneurs
Families
HNW
Sector Focus
Accounting
David Mellor
Spear’s Review
At Dixon Wilson David Mellor provides technical expertise and unparalleled understanding, but he also hopes to be as honest and upfront with clients as possible, recognising the educational conduit role advisers have in transferring information around tax legislation.
‘I try hard to avoid jargon,’ he says. ‘We are dealing with complicated things. Clients have really got to understand what we are suggesting, getting to grips with it rather than just being accepting of the advice. That’s the way to happy clients. The other aspect is making sure we can understand what clients are looking for.’
Mellor adds that openness also applies when dealing with HMRC, and this has helped him maintain the reputation for integrity which has earned him a loyal client base for more than two decades.
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