CLOSE
Chartered Logo Accredited Logo
What it is

We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning.

Why it matters to you

These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive.

Learn More

Your wealth planning partner

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

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.

Totally independent, so we can act purely in your best interests.

How We Can Help

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

Latest News & Insights

Article

Why you need personal insurance
Read More

Article

Why you need personal insurance
Read More

Article

The AI technology that means you need to be vigilant for scams more than ever
Read More

Article

Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
Read More

Article

5 strategies that could help you avoid running out of money in retirement 
Read More
View all Insights
Contact Us
Head Office
Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY
Cookie Policy Privacy Policy FAQs Complaints
Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited