Company
Position
Partner
Index
Accountants & Tax Advisers
Tax & Offshore
Location
London
Advice type
Estate planning
Succession planning
Tax planning
Asset Class
Landed estates
Trusts
Client type
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
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