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:

  • Whole of market solutions
    We are free to access products and funds from the whole of 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

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.

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?