Company

Dixon Wilson

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Estate planning

Succession planning

Tax planning

Asset Class

Landed estates

Trusts

Client Types

Entrepreneurs

Families

HNW

Sector Focus

Accounting

Customer Type

Accountant

David Mellor

Spear’s Review 

In addition to the technical expertise and understanding Dixon Wilson’s David Mellor provides, he 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 has helped him maintain the reputation for integrity that has allowed him to retain clients for more than two decades.

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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