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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.

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COVID-19 Update

As we emerge from the pandemic, we are delighted to open our office to our community once again. When visiting, we want to ensure that you feel in a safe environment. Although face coverings are no longer mandatory, if you would feel more comfortable, please let us know if you would like us to wear one during your meeting.

If you have any queries or would like further information on safety protocols, please email us

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.

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