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MDM Associates is a firm of Independent Financial Advisers providing a full range of planning services to individuals, partnerships and businesses. Our directors and authorised staff have a wealth of experience gained with some of the largest national firms of advisers. Our objective is to provide the highest possible quality of service to clients, something that is increasingly rare in the financial services industry.
Our fully authorised consulting staff have a wide range of complimentary expertise covering all aspects of personal and business financial planning. We are happy to meet with clients at their place of business, at home or at our offices in Ripley, Surrey, a stone's throw from Junction 10 of the M25. For London-based clients we have meeting room facilities in both the City and West End
MDM Associates Limited :: A new breed of adviser
So what makes us different? Apart from our commitment to adding value to everything we do, the company was founded upon the ethos of providing a real service to our clients. We take a long-term view of client relationships and never ‘sell today and go away’. We have total confidence in the advice we give so our customers can have confidence in the financial solutions we arrange on their behalf. It also means that our advice is available either on a commissions or fee basis and, because of our lower overheads, our fees are more modest than many other advisers
Please look around our web site. We cannot promise cartoons or dancing girls but we believe that we can show you the way to independent financial advice and on-going service of the highest quality. No hard sell, no sharp salesmen, just good advice in plain English with liberal helpings of common sense. Click on any subject that interests you on the Navigation Bar.
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Lisanne Mealing :: Managing Director
Lisanne Mealing was born and raised in Glasgow, moving to London in 1982 to work for an international firm of reassurers based in the city, in their overseas department.
Lisanne's financial services experience began in 1986 on joining a firm of Life & Pension specialists who were eventually acquired by Jardine Lloyd Thompson in 1991.
She received her MBA from the University of Surrey School of Management in 2004 and has recently achieved Associate status within the PFS, the Chartered Institute of Insurance's financial services arm.
Lisanne's strengths lie in corporate benefits, specifically pensions, advising a wide range of clients from Limited Companies to Partnerships and PLCs
Contact Lisanne by e mail:
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Chris Mealing :: Director
Chris Mealing entered the financial services sector in 1985 after graduating from the University of East Anglia with a degree in politics and economics.
He became an IFA in June 1988 and has advised clients across a broad spectrum of financial issues.
In 1997 he founded MDM with Tim Demery and has tended to concentrate on the provision of investment advice to individuals, families and small businesses.
Chris has a number of clients in both the legal profession and the Information Technolgy sector.
Outside of work Chris enjoys spending time with his son and their cocker spaniel and is also a keen badminton and tennis player.
Contact Chris by e mail:
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Tim Demery :: Associate
Tim Demery was born near Canterbury, Kent and was educated at St. Edmund’s School, Canterbury. After leaving School Tim spent five years at Art College, obtaining a Diploma in Art and Design.
In 1973 he joined a small Insurance broking firm in the City of London and worked on the Life and Pensions department. In1978 the firm was taken over by Jardine Matheson and for the next 19 years Tim worked for Jardine Financial Consultants, becoming a Director in 1992.
In February 1997 he and Chris Mealing left Jardines and set up MDM Associates.
Contact Tim by e mail:
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Duncan Brown FCII :: Associate
Duncan has been in the industry for over 30 years, the last 18 as an independent financial adviser. He is a Fellow of the Chartered Insurance Institute and an Advocate of the Society of Financial Advisers.
Duncan's expertise is in holistic financial planning, particularly pre- and at retirement. He is also G60 qualified as an adviser on pension transfers.
Contact Duncan by e mail:
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Richard Perkins Dip PFS:: Associate Director
Richard Perkins was born in Sussex, educated at Presentation College in Reading and, after leaving school, attended RADA. He was a member of Peter Hall's National Theatre Company for 10 years.
Richard became a financial adviser in 1994 and in 2003 was selected by the "Mail on Sunday" as one of the IFAs spearheading a greater personal approach to financial planning.
Richard often works closely with solicitors and accountants, and specialises in investment and inheritance tax planning. He is also G70 qualified as an adviser on investment portfolio management.
Contact Richard by e mail:
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Les Andrews :: Associate
An Associate of the Pensions Management Institute, Les Andrews has been in the industry for over 40 years, the last 32 as an independent financial adviser.
Les's expertise is in the financial planning for retirement field, advising individual clients and providing advice to a wide range of corporate clients on Benefit Provision for Employees(including Defined Benefit Schemes and Trustee Related Matters).
Les Andrews is also PFS and AF3 qualified allowing him to advice on all pension related issues.
Contact Les Andrews by e mail:
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Download the Scottish Widows report on Women and Pensions (adobe pdf)
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