We’re both a Chartered Financial Planning firm with the CII and an Accredited Financial Planning firm with the CISI.

What does this mean to you?

Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.

COVID-19 Update

As the ongoing pandemic evolves, we remain open and fully operational to serve our community. To keep our team safe, we would prefer meetings are conducted via video conference or telephone. However, if you would prefer to come to our offices, please let us know in advance. In keeping with regulations, we ask all visitors to wear a face covering at all times when entering our office. We apologise if this causes inconvenience.

If you have any queries, please email us

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COVID-19 UPDATE

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We’ll work with you, so you can look to the future with confidence.

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Why our clients trust us

Over 95% come to us through personal and professional recommendation.

We feature our 100% transparent fee structure on our website.

We're a Chartered Financial Planning firm and an Accredited Financial Planning firm

How We Can Help

We're dedicated to the pursuit of professional excellence – on your behalf

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Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited