Company

Dixon Wilson

Position

Partner

Index

Accountants & Tax Advisers

Location

London

Advice type

Estate planning

Succession planning

Tax planning

Asset Class

Landed estates

Trusts

Client Types

Entrepreneurs

Families

HNW

Sector Focus

Accounting

Business and Consumer Services

Wealth Management & Private Banking

Customer Type

Accountant

David Mellor

Spear’s Review 

As well as the technical expertise and understanding Dixon Wilson’s David Mellor provides, he hopes to be as honest and upfront as possible, recognising the educational conduit role advisers have in transferring tax legislation to clients. ‘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,’ he says. ‘That’s the way to happy clients — the other aspect is making sure we can understand what clients are looking for.’

He says openness also applies when dealing with HMRC, helping to maintain the reputation for integrity that has retained clients for more than two decades.

Rank: Recommended

Recommended 2023, Accountants & Tax Advisers

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