What it is

We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning.

Why it matters to you

These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive.

FAQs

How do I find your offices?

Our Head Office is located at:

2 Yarm Rd, Stockton-on-Tees TS18 3NA

Do you have parking at your offices?

Yes, we have car parking available at the side of our office.

What fees do you charge for your services?

Our fees depend on a few factors, you can use our calculator for an estimate or get in contact with us for a more detailed quote.

Will you take me as a client?

We offer a personal, relationship-based service. We necessarily limit the number of clients we look after to ensure that we can spend time with our existing clients. We are always open to a conversation, however if we are unable to help, we will happily guide you somewhere that can meet your needs.

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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