CLOSE
Chartered Logo Accredited Logo

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.

Learn More

Your wealth planning partner

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

Helping you plan for financial freedom

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

Proposed tax changes could lead to your private school bill jumping 20%
Read More

Article

The voice cloning AI scam you need to be aware of
Read More

Article

5 smart reasons why retirement planning should start in your 30s and 40s
Read More
View all Insights
About Us
Our Relationship Meet the Team Extra Care Policy
Insights
ArticlesVideosWhite Papers
Careers
Our Opportunities
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