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.


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


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.

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