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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.

About Us

We are a family business.

When you choose us as your lifetime wealth partner, you join the Mercury Family.

We look after our clients here at Mercury Wealth Management. It’s not professionalism and ethics alone that drive us, it’s the value we place on family.

95% of our clients come to us via personal or professional recommendation.

They know that we practice what we preach with intergenerational financial planning. And they also know that the whole team here at Mercury see them as Mercury family members.

Our Relationship

You can count on us

We will:

  • Plan for your future.
  • Work with you to achieve your objectives.
  • Get to know you and your family.

We’re not going to:

  • Find you the next ‘hot stock’ – that’s not possible.
  • Panic when the market falls – it will happen.
  • Pick the best time to go into the market – because who knows?

Our focus is on you

We help answer the big questions you’d like to ask of your future self, today. The big questions in life like; Do I have enough? What is enough? Maybe this isn’t all about money? Maybe it’s about something more?

This is about living the life you want to lead, not just how your investments have performed. So, our focus is on you and your family. Have you achieved what you want to? Are you on track? If not, why not? And should things change, our job is to help you get back on track – and keep you there.

We deliver certainty

As financial planners, we can look at the bigger picture. We integrate your money, with your life. It means we can plan and project for the expected and the unexpected. So you can be certain that you’re equipped to face the future, whatever it brings.  Our aim is to give you the financial confidence that accompanies thoughtful, thorough professional planning. And our reward is to watch you enjoy a fulfilling life, while leading the next generation.

Our People

We are supported by several teams within the business; Paraplanning, Client Service and Operations, Compliance and Accounts Support. We’re always looking to grow our team with the right individuals. Please see our Careers page if you’re interested in finding out more information.

Contact Us
Head Office
Mercury Wealth Management 2 Yarm Road Stockton-on-Tees TS18 3NA
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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