Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.
As the ongoing pandemic evolves, we remain open and fully operational to serve our community. To keep our team safe, we would prefer meetings are conducted via video conference or telephone. However, if you would prefer to come to our offices, please let us know in advance. In keeping with regulations, we ask all visitors to wear a face covering at all times when entering our office. We apologise if this causes inconvenience.
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.
You can count on us
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.
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.
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 Dip.PFS MSc
Following Richard’s Master’s Degree in Banking and Finance, Richard is a Diploma qualified Financial Planner, studying towards his Chartered 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.