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COVID-19 Update

Following the Prime Minister’s advice on 23rd March, we have implemented our Business Continuity Plan to protect the health and wellbeing of our team and members of our community.

We are managing our client meetings and any other matters by telephone, email and video conference. We are not offering face-to-face meetings during this period of uncertainty.

Under the guidelines, we ask that you do not visit our offices. Our team are working from home and have been trained on data security – all personal and confidential information will remain in a secure environment.

If you have any queries, please email us

About Us

Mercury Wealth Management is a family business.
We practice what we preach with intergenerational financial planning.

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?

As Financial Planners, we can look at the bigger picture. We integrate your money, with your life. We plan and project for the expected and unexpected, to give you certainty. Our aim, is to give you peace of mind, knowing that you will lead a fulfilling life and lead the next generation.

Our Approach

Planning for Life

We are Planning for Life. For the life you want to lead. We don’t just focus on how your investments have performed; we focus on you and your family. Have you achieved what you want to? Are you on track? If not, why not? And let us help you get back on track – and keep you there.

The Bigger Picture

True Financial Planning is about the bigger picture. We want you to feel confident in your financial well-being and free to do what really matters to you in life.

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?

We will:

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

Our People

Managing Director
Oliver Bourke FPFS BSC (Open)
Chartered Financial Planner
Oliver has spent five years at an industry defining financial services firm in the City of London before joining Mercury Wealth Management as a Director. Already a qualified Financial Planner, he has his sights set on becoming a Fellow of the Chartered Insurance Institute within the next couple of years. As an individual who doesn’t like to waste money unnecessarily, he found himself coming up with budgeting solutions and reading into Evidence Based Investing before becoming a financial planner. Realising many of his friends were already coming to him to ask for simple financial solutions, he now gets great satisfaction advising them when they are able to retire and be totally financially secure. Since graduating from Northumbria University with a degree in Estate Management, Oliver has pursued a further degree with the Open University studying Maths, Economics and Strategy modules. Oliver became a ski instructor in 2008, a passion which he sadly cannot exercise as frequently as he’d like! He also enjoys travelling, reading and hopes to be able to train for his private pilot’s licence in the future.
Director
Nigel Bourke AFPS Chartered MCSI
Chartered Financial Planner
Nigel is the Director of Mercury Wealth Management and joined the financial services industry in 1978. After training with a large financial institution he joined a local firm of advisers and in 1982 founded independent financial advisers, Nigel Bourke & Company. The firm has now evolved into Mercury Wealth Management Limited to provide fee-based holistic financial planning services to a select group of clients. As well as specialising in investments, for which he has won a number of national competitions, Nigel has recently qualified as one of the few affiliate members of the family lawyers’ organisation, Resolution, providing specialist advice in matters relating to pensions and divorce. He is also an affiliate member of STEP (Society of Trust and Estate Practitioners) specialising in Trusts and Inheritance Tax planning.

We are supported by several teams within the business; Paraplanning, Adviser Support, Compliance, Accounts Support and Software Development. 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 Address
2 Yarm Road, Stockton-on-Tees, TS18 3NA 01642 670307
London Address
2nd Floor Berkeley Square House, Berkeley Square, London, W1J 6BD 0207 628 4440
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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