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 we emerge from the pandemic, we are delighted to open our office to our community once again. When visiting, we want to ensure that you feel in a safe environment. Although face coverings are no longer mandatory, if you would feel more comfortable, please let us know if you would like us to wear one during your meeting.

If you have any queries or would like further information on safety protocols, 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