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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.

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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

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

Managing Director
Oliver J. Bourke FPFS BSc
Chartered Financial Planner
Oliver became Managing Director of Mercury Wealth in 2019. He spends time with the team which he is privileged to lead, shaping the strategy of the business for the next generation. Trained in the art of financial planning since birth thanks to his father, Oliver is a Fellow of the Chartered Insurance Institute and working towards his Certified Financial Planner qualification – the highest global standard for Financial Planners. Oliver is also in his final year of his MBA. He also has been voted one of the Top 35 Advisers under 35 in the UK in New Model Adviser. Married to his wonderful wife, Aleks, Oliver splits his time between Yarm and London. He is an avid skier, loves walking in Lakes and reading. With a passion for exploring, Aleks and Oliver enjoy traveling when they can, experiencing different cultures and foods.
Director
Nigel P. Bourke APFS CFP
Chartered Financial Planner, Chartered MCSI
Nigel is the founder of Mercury Wealth and has been financial planning since 1978, during which time he has established long lasting relationships with his clients. With a multitude of qualifications, accreditations and investment competition success behind him, Nigel is proud to be an affiliate member of both Resolution (providing specialist advice relating to pensions on divorce) and STEP (Society of Trust and Estate Practitioners). His is one of only a few independent Financial Planners in the region to be accredited by SOLLA (Society of Later Life Advisers), specialising in providing financial services to elderly clients. Nigel is an enthusiastic photographer, with countless photos of Roseberry Topping! He holds a Private Pilot’s Licence, a Hot Air Balloon Pilot’s Licence and a qualification from the Wine and Spirits Education Trust. Nigel enjoys leisure time with his wife, Julie, travelling and walking on the beach at Bamburgh where they have a holiday home.
Associate Financial Planner
Richard R. D. Berriman APFS MSc
Chartered Financial Planner
Following Richard’s Master’s Degree in Banking and Finance, Richard is a Chartered Financial Planner, studying towards Fellowship status. Working at Mercury since 2017, he has gained experience as a Paraplanner and has acquired a solid working knowledge of personal finance. As an investment aficionado, Richard sits on our Investment Committee and enjoys spending time analysing our strategies and proposing ways to keep them efficient. Richard enjoys cooking, especially spicy food, to which he has found the perfect Jalfrezi recipe. He is a keen runner, having ran 941 miles in 2020, for MacMillan Cancer and the London Marathon in 2017. He enjoys travelling and one day hopes to be able to run the Rome Marathon.

We are supported by several teams within the business; Paraplanning, Client Service and Operations, 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