Mercer Financial Planning

Why Mercer Financial Planning?

Financial planning can be complex, ever-changing and time consuming. You want your money to work hard, providing the returns necessary for you to achieve your future goals and aspirations.
We can offer you:

  • Leading market solutions
    We are free to access products and funds from across the market, allowing us to design solutions specific to your needs.
  • Transparency
    We’re very clear on potential returns and on the cost of our service, so you can make informed decisions on your investments.
  • Chartered experts
    We are proud to hold the Chartered Financial Planners designation from the Chartered Insurance Institute - the industry’s ‘gold standard’. It represents an independent ‘kitemark’ for quality in financial planning and demonstrates our commitment and integrity, held by less than 10% of UK advisory firms.Holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.

How our experts can help

When seeking support and advice, you want a trustworthy, experienced expert who takes the time to fully understand your needs.

Because your circumstances are unique to you, we tailor our service to meet your specific requirements. After we’ve helped you to define your goals, we then work with you to develop bespoke financial plans to help you meet them.

Your Mercer Financial Planner

Your Mercer Financial planner is able to provide advice across a wide range of different financial issues. This could cover:

Investment advice aimed at growing capital and/or generating income
Tax and trust planning
Cashflow forecasting and scenario planning
Life insurance for individuals and businesses
Retirement planning and retirement income options

Exclusive investment service

Mercer Managed Portfolio Service is an investment option exclusively available to our clients. It offers a balanced solution for clients, created to provide realistic investment returns over the medium to long term, whilst monitoring and controlling risk and cost.

Business Protection

As a successful business owner you’ll be used to managing the risks to your business. However, have you considered the impact on your business of losing one of your key people; a valuable employee, co-owner or partner? And what would be the impact should anything happen to you?

Financial strength

Mercer is the discretionary investment manager for the portfolios. They research and blend together a range of underlying investment funds that seek to deliver attractive returns while controlling associated volatility and costs.
Mercer has been dedicated to meeting the investment needs of its clients for more than 40 years. It works with individuals, businesses and foundations in over 20 countries, with $10.2 trillion in assets under advice globally (as at 30 June 2017).

The value of investments and income from them may go down. you may not get back the original amount invested.

Mercer Financial Planning is a trading name of Mercer Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales No: 984275. Registered address: 1 Tower Place West, Tower Place, London, EC3R 5BU. Not all products and services offered are regulated by the FCA