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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.

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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 Financial Planning and 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