A LEADING wealth management firm has opened a second branch as part of its growth and expansion.
de Mellow and Co, a Chartered wealth management firm based in Hambledon, has officially opened its second office in Petersfield.
This new office, which opened on Thursday, April 20, will enable the company to better serve the financial needs of clients in the Petersfield area and beyond.
It has a similar theme to the existing Hambledon office – being based in a converted barn – as well as having the same dedication to clients’ needs.
Jennie Watkiss, managing partner at de Mellow and Co, said: ‘This new office represents an important milestone in our growth plans, and will enable us to better serve the financial needs of clients in the Petersfield area and beyond.
‘Our team of expert advisers and support staff are dedicated to helping clients achieve their financial goals and secure their financial futures. With the opening of our new office, we look forward to continuing to build strong relationships with clients and delivering the highest standards of service and expertise.’
The firm’s client servicing team will be based at the new office, with paraplanners staying at the Hambledon office and financial advisors working out of both.
The company has grown significantly since the Covid-19 pandemic, taking on more advisors and support staff to better serve its existing clients.
As part of its growth and excellence, de Mellow and Co has been named St James’ Place Chartered Firm of the Year for 2022.
This recognition was based on de Mellow and Co’s public commitment to professionalism, maintaining standards of excellence in qualifications, ethics, business practices and professional development.
The firm has a proven track record of providing high-quality financial advice and wealth management services to clients throughout the UK since it was launched more than 30 years ago.
The company’s team of experienced and highly skilled professionals are dedicated to helping clients achieve their financial goals and secure their financial futures.
The firm’s new office is located at Buckmore Studios in Petersfield. The office will be open from 9am to 5pm, Monday to Thursday and 9am to 4pm on Fridays, and people are invited to contact the company to schedule an appointment.
For more information about de Mellow and Co’s financial advice and wealth management services, please visit their website.