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COVID-19 Update

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.

If you have any queries, please email us
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Risks and Assumptions


The above information has been compiled from various sources. Vanguard Asset Management Ltd, produced a research paper Putting a value on your value: Quantifying Vanguard Adviser’s Alpha in the UK, (Westaway et al., 2014), which helped derive the values for more non-tangible benefits associated with working with a Financial Planner. The specific modules are referenced in the White Paper section of our website.

The investment growth rates have been provided by Dimensional Fund Advisors Ltd. from their Matrix Book. This is based on six risk adjusted Global Balanced Strategies portfolios. The Annualised Return has been used for each of the strategies between 1988-2018.

All performance results of the balanced strategies are based on performance of indices with model/backtested asset allocations; the performance was achieved with the benefit of hindsight; it does not represent actual investment strategies. There are limitations inherent in model allocations. In particular, model performance may not reflect the impact that economic and market factors may have had on the Planner’s decision making if the adviser were actually managing client money. Past performance is no guarantee of future results.


References:
Westaway, P., Schlanger, T., Kinniry Jr, F., Jaconetti, C. and DiJoseph, M., 2014. Putting A Value On Your Value: Quantifying Vanguard Adviser’s Alpha In The UK. Vanguard Asset Management.

Fee Calculator

What we do, will literally change your life.

As with every professional relationship, we need to charge a fee for our expertise and professional support. We’re proud to be one of the few firms to fully disclose our fees on our website and provide you with a calculator, in the interests of total transparency.

We pride ourselves on the delivery of our Wealth Management review service. We create a Financial Plan for you and keep it in check by reviewing at least once a year. This is a detailed and interactive cash flow model of your overall assets, liabilities, income and expenditure both now and in the future based on agreed assumptions. We then establish your financial needs and objectives, as well as your hopes and dreams for the future and make sure you achieve them. We are available to support you throughout the year, to help with any issues that may arise.

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